+368.6%
ASX vs ENPH
-66.2%
+434.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.6% | -1.6% |
| 7D | +12.4% | -8.4% | +20.8% | +14.2% |
| 30D | -19.8% | -11.2% | -8.6% | -18.4% |
| 3M | -10.3% | -36.1% | +25.8% | -3.4% |
| 6M | +1.2% | -37.9% | +39.2% | +10.5% |
| YTD | +123.0% | -18.7% | +141.7% | +131.4% |
| 1Y | +145.4% | -9.8% | +155.3% | +151.1% |
| 3Y | +368.6% | -66.8% | +435.4% | +431.0% |
| All | +368.6% | -66.2% | +434.8% | +431.0% |
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