+40.6%
AXON vs ENPH
-62.5%
+103.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.3% | -3.2% |
| 7D | -28.7% | +4.1% | -32.9% | -28.8% |
| 30D | -28.3% | -11.4% | -16.9% | -28.0% |
| 3M | -46.9% | -30.5% | -16.4% | -46.2% |
| 6M | -24.9% | -20.2% | -4.7% | -24.3% |
| YTD | -46.6% | -9.3% | -37.3% | -46.6% |
| 1Y | -49.7% | -3.8% | -45.9% | -49.8% |
| 3Y | +40.6% | -61.5% | +102.1% | +41.0% |
| All | +40.6% | -62.5% | +103.0% | +41.0% |
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