+12,376.4%
AVGO vs ENPH
+247.6%
+12,128.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.7% | -2.1% | -4.4% |
| 7D | +18.2% | -8.4% | +26.6% | +19.3% |
| 30D | +0.2% | -11.2% | +11.4% | +1.2% |
| 3M | -16.8% | -36.1% | +19.3% | -12.7% |
| 6M | -16.5% | -37.9% | +21.5% | -12.7% |
| YTD | +0.8% | -18.7% | +19.5% | +0.1% |
| 1Y | +2.8% | -9.8% | +12.7% | +0.9% |
| 3Y | +278.5% | -66.8% | +345.4% | +298.0% |
| 5Y | +573.1% | -89.6% | +662.7% | +680.7% |
| 10Y | +2,598.7% | +2,186.8% | +411.8% | +1,632.2% |
| All | +12,376.4% | +247.6% | +12,128.8% | +8,460.6% |
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