+887.2%
ASX vs ENPH
+2,435.8%
-1,548.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.2% | +3.9% |
| 7D | -9.1% | -9.1% | 0.0% | -7.9% |
| 30D | -23.6% | -15.8% | -7.8% | -22.1% |
| 3M | -5.6% | -32.5% | +26.8% | -1.2% |
| 6M | +4.7% | -24.2% | +28.9% | +8.3% |
| YTD | +122.6% | -13.8% | +136.3% | +123.5% |
| 1Y | +133.0% | -15.8% | +148.8% | +134.4% |
| 3Y | +367.1% | -64.6% | +431.7% | +396.8% |
| 5Y | +504.7% | -88.1% | +592.8% | +598.2% |
| 10Y | +887.2% | +2,367.9% | -1,480.6% | +876.6% |
| All | +887.2% | +2,435.8% | -1,548.6% | +876.6% |
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