+1,578.7%
ASX vs ENPH
+384.9%
+1,193.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -0.7% | -2.4% | +1.6% | -0.5% |
| 30D | +2.0% | -6.6% | +8.6% | +2.6% |
| 3M | -1.3% | -46.8% | +45.5% | +5.0% |
| 6M | +71.4% | -14.7% | +86.2% | +73.7% |
| YTD | +135.3% | +13.5% | +121.8% | +130.4% |
| 1Y | +267.5% | -0.4% | +267.9% | +262.3% |
| 3Y | +388.5% | -71.7% | +460.2% | +420.7% |
| 5Y | +417.1% | -79.1% | +496.2% | +453.1% |
| 10Y | +872.7% | +1,898.4% | -1,025.6% | +702.4% |
| All | +1,578.7% | +384.9% | +1,193.7% | +1,304.0% |
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 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