+182.3%
AXON vs ENPH
-78.8%
+261.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.3% | -4.2% |
| 7D | -14.2% | -2.4% | -11.8% | -13.8% |
| 30D | -15.4% | -6.6% | -8.8% | -14.5% |
| 3M | +0.5% | -46.8% | +47.3% | +8.8% |
| 6M | -9.5% | -14.7% | +5.2% | -9.7% |
| YTD | -9.2% | +13.5% | -22.7% | -15.0% |
| 1Y | -29.4% | -0.4% | -29.0% | -33.1% |
| 3Y | +139.4% | -71.7% | +211.2% | +164.7% |
| All | +182.3% | -78.8% | +261.1% | +211.1% |
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