+146.5%
ASX vs ENPH
+8.1%
+138.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.7% | -7.7% | -4.8% |
| 7D | -14.6% | +26.3% | -40.8% | -19.2% |
| 30D | -21.1% | -5.7% | -15.4% | -20.5% |
| 3M | -3.1% | -24.5% | +21.4% | +2.9% |
| 6M | +17.4% | -3.0% | +20.4% | +25.5% |
| YTD | +135.3% | -1.6% | +136.9% | +140.2% |
| 1Y | +146.5% | +8.8% | +137.7% | +142.4% |
| All | +146.5% | +8.1% | +138.4% | +142.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling