+913.4%
ASX vs ENPH
+2,033.5%
-1,120.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.8% | -0.7% | +5.2% |
| 7D | +6.3% | +9.3% | -3.0% | +5.2% |
| 30D | +6.4% | -7.3% | +13.7% | +7.4% |
| 3M | +13.1% | -31.7% | +44.9% | +18.6% |
| 6M | +90.3% | -3.5% | +93.8% | +90.7% |
| YTD | +149.6% | +21.2% | +128.5% | +141.2% |
| 1Y | +249.2% | +0.1% | +249.1% | +242.9% |
| 3Y | +445.9% | -67.7% | +513.6% | +482.4% |
| 5Y | +477.7% | -76.2% | +554.0% | +519.6% |
| 10Y | +913.4% | +2,057.2% | -1,143.8% | +862.7% |
| All | +913.4% | +2,033.5% | -1,120.1% | +862.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling