+1,846.0%
AXON vs ENPH
+1,928.7%
-82.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.4% | -2.3% |
| 7D | -3.3% | +3.4% | -6.7% | -3.8% |
| 30D | -17.8% | -10.3% | -7.6% | -16.5% |
| 3M | +8.3% | -31.4% | +39.7% | +13.5% |
| 6M | -12.4% | -10.1% | -2.2% | -13.2% |
| YTD | -13.7% | +14.6% | -28.3% | -19.0% |
| 1Y | -33.1% | -3.2% | -29.8% | -36.1% |
| 3Y | +128.2% | -69.5% | +197.7% | +141.7% |
| 5Y | +170.5% | -77.2% | +247.7% | +191.2% |
| 10Y | +1,846.0% | +1,940.0% | -94.0% | +1,273.9% |
| All | +1,846.0% | +1,928.7% | -82.7% | +1,273.9% |
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