+271.9%
ASX vs ENPH
-5.7%
+277.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.4% | +9.0% | +4.8% |
| 7D | +11.1% | +3.4% | +7.7% | +10.2% |
| 30D | +9.6% | -10.3% | +19.9% | +12.1% |
| 3M | +18.6% | -31.4% | +50.0% | +27.2% |
| 6M | +92.1% | -10.1% | +102.3% | +102.1% |
| YTD | +158.5% | +14.6% | +143.9% | +165.8% |
| 1Y | +271.9% | -3.2% | +275.1% | +277.8% |
| All | +271.9% | -5.7% | +277.5% | +277.8% |
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