+2,770.9%
AVGO vs ENPH
+1,908.3%
+862.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.1% |
| 30D | -13.0% | -10.8% | -2.2% | -11.8% |
| 3M | -6.0% | -33.8% | +27.9% | -1.1% |
| 6M | +6.4% | -16.1% | +22.5% | +7.3% |
| YTD | +5.0% | +13.4% | -8.4% | +0.2% |
| 1Y | +1.4% | -2.6% | +4.0% | -1.7% |
| 3Y | +336.8% | -70.3% | +407.1% | +368.7% |
| 5Y | +698.2% | -77.0% | +775.2% | +751.0% |
| All | +2,770.9% | +1,908.3% | +862.7% | +2,046.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling