+711.1%
AVGO vs ENPH
-77.5%
+788.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.3% |
| 7D | -0.8% | +3.4% | -4.2% | -1.3% |
| 30D | -13.7% | -10.3% | -3.5% | -12.5% |
| 3M | -6.9% | -31.4% | +24.4% | -2.2% |
| 6M | +5.8% | -10.1% | +15.9% | +5.9% |
| YTD | +5.7% | +14.6% | -8.9% | +0.4% |
| 1Y | +9.0% | -3.2% | +12.2% | +5.6% |
| 3Y | +340.5% | -69.5% | +410.0% | +381.7% |
| 5Y | +711.1% | -77.2% | +788.3% | +783.4% |
| All | +711.1% | -77.5% | +788.6% | +783.4% |
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