+89.6%
AXP vs ENPH
-88.2%
+177.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | +0.6% | +11.0% | -10.4% | -0.5% |
| 30D | +5.8% | -15.0% | +20.8% | +7.2% |
| 3M | -6.0% | -28.2% | +22.2% | -3.4% |
| 6M | +0.3% | -20.5% | +20.8% | +0.4% |
| YTD | -12.3% | -11.2% | -1.1% | -14.6% |
| 1Y | -11.2% | -8.7% | -2.6% | -14.0% |
| 3Y | +117.0% | -63.6% | +180.6% | +117.5% |
| All | +89.6% | -88.2% | +177.8% | +117.7% |
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