+144.3%
ASML vs ENPH
-62.5%
+206.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.1% | +5.8% |
| 7D | -0.8% | +4.1% | -5.0% | -1.5% |
| 30D | -14.9% | -11.4% | -3.5% | -13.5% |
| 3M | -13.0% | -30.5% | +17.6% | -8.0% |
| 6M | -4.7% | -20.2% | +15.5% | -1.9% |
| YTD | +42.3% | -9.3% | +51.6% | +40.5% |
| 1Y | +49.7% | -3.8% | +53.5% | +46.1% |
| 3Y | +144.3% | -61.5% | +205.8% | +174.1% |
| All | +144.3% | -62.5% | +206.7% | +174.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling