+32.2%
AWK vs ENPH
-66.2%
+98.4%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.0% | +1.4% |
| 7D | +0.1% | -8.4% | +8.6% | +0.3% |
| 30D | +14.3% | -11.2% | +25.4% | +14.4% |
| 3M | +10.3% | -36.1% | +46.4% | +11.1% |
| 6M | +18.9% | -37.9% | +56.9% | +19.2% |
| YTD | +17.7% | -18.7% | +36.4% | +15.3% |
| 1Y | +16.9% | -9.8% | +26.7% | +13.6% |
| 3Y | +32.2% | -66.8% | +99.0% | +25.5% |
| All | +32.2% | -66.2% | +98.4% | +25.5% |
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