+415.3%
ASX vs ENPH
-88.2%
+503.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.2% | +6.8% |
| 7D | -19.9% | +11.0% | -30.9% | -21.4% |
| 30D | -30.9% | -15.0% | -15.9% | -29.0% |
| 3M | -15.1% | -28.2% | +13.1% | -10.2% |
| 6M | -6.5% | -20.5% | +14.0% | -2.2% |
| YTD | +98.4% | -11.2% | +109.6% | +98.8% |
| 1Y | +107.9% | -8.7% | +116.5% | +106.9% |
| 3Y | +325.3% | -63.6% | +388.9% | +361.8% |
| All | +415.3% | -88.2% | +503.5% | +530.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling