+1,437.7%
ASX vs ENPH
+287.7%
+1,149.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.1% | +6.5% | +8.4% |
| 7D | -12.3% | +4.1% | -16.4% | -12.5% |
| 30D | -26.0% | -11.4% | -14.6% | -25.2% |
| 3M | -8.1% | -30.5% | +22.4% | -5.0% |
| 6M | +1.4% | -20.2% | +21.6% | +3.6% |
| YTD | +115.6% | -9.3% | +124.8% | +115.2% |
| 1Y | +128.0% | -3.8% | +131.8% | +126.3% |
| 3Y | +371.4% | -61.5% | +432.9% | +391.4% |
| 5Y | +469.4% | -87.9% | +557.3% | +536.4% |
| 10Y | +842.6% | +2,519.8% | -1,677.2% | +677.1% |
| All | +1,437.7% | +287.7% | +1,149.9% | +1,211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling