+125.7%
ASX vs ENPH
-5.9%
+131.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.1% | +6.5% | +8.1% |
| 7D | -12.3% | +4.1% | -16.4% | -12.7% |
| 30D | -26.0% | -11.4% | -14.6% | -24.0% |
| 3M | -8.1% | -30.5% | +22.4% | +0.1% |
| 6M | +1.4% | -20.2% | +21.6% | +12.7% |
| YTD | +115.6% | -9.3% | +124.8% | +125.1% |
| All | +125.7% | -5.9% | +131.6% | +136.9% |
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