+465.4%
AXP vs ENPH
+1,898.4%
-1,432.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -2.1% | -2.4% | +0.2% | -1.9% |
| 30D | -6.5% | -6.6% | +0.1% | -6.0% |
| 3M | +4.6% | -46.8% | +51.5% | +10.2% |
| 6M | +5.4% | -14.7% | +20.2% | +5.1% |
| YTD | -11.1% | +13.5% | -24.6% | -14.5% |
| 1Y | -0.3% | -0.4% | +0.1% | -3.4% |
| 3Y | +111.6% | -71.7% | +183.3% | +122.0% |
| 5Y | +117.6% | -79.1% | +196.7% | +128.1% |
| All | +465.4% | +1,898.4% | -1,432.9% | +342.6% |
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 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