+85.9%
AXP vs ENPH
-89.4%
+175.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.4% | +3.8% | -1.0% |
| 7D | -2.1% | -7.6% | +5.4% | -1.4% |
| 30D | +2.7% | -16.4% | +19.0% | +4.1% |
| 3M | -7.3% | -34.3% | +27.0% | -3.8% |
| 6M | +1.8% | -28.5% | +30.3% | +3.0% |
| YTD | -13.1% | -16.4% | +3.4% | -14.9% |
| 1Y | -13.7% | -12.8% | -0.9% | -16.0% |
| 3Y | +113.1% | -65.7% | +178.8% | +114.7% |
| 5Y | +85.9% | -89.4% | +175.3% | +121.0% |
| All | +85.9% | -89.4% | +175.3% | +121.0% |
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 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