+278.5%
AVGO vs ENPH
-66.2%
+344.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.1% | -4.4% |
| 7D | +18.2% | -8.4% | +26.6% | +19.4% |
| 30D | +0.2% | -11.2% | +11.4% | +1.3% |
| 3M | -16.8% | -36.1% | +19.3% | -12.5% |
| 6M | -16.5% | -37.9% | +21.5% | -12.1% |
| YTD | +0.8% | -18.7% | +19.5% | +1.3% |
| 1Y | +2.8% | -9.8% | +12.7% | +1.9% |
| 3Y | +278.5% | -66.8% | +345.4% | +321.2% |
| All | +278.5% | -66.2% | +344.8% | +321.2% |
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