+445.9%
ASX vs ENPH
-68.2%
+514.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.8% | -0.7% | +4.9% |
| 7D | +6.3% | +9.3% | -3.0% | +4.7% |
| 30D | +6.4% | -7.3% | +13.7% | +7.7% |
| 3M | +13.1% | -31.7% | +44.9% | +20.0% |
| 6M | +90.3% | -3.5% | +93.8% | +92.5% |
| YTD | +149.6% | +21.2% | +128.5% | +142.5% |
| 1Y | +249.2% | +0.1% | +249.1% | +245.3% |
| 3Y | +445.9% | -67.7% | +513.6% | +505.5% |
| All | +445.9% | -68.2% | +514.1% | +505.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling