+743.4%
AXTI vs ENPH
-77.1%
+820.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +5.1% | -0.1% | +5.1% | +5.2% |
| 30D | -17.5% | -10.8% | -6.6% | -14.7% |
| 3M | -26.7% | -33.8% | +7.1% | -16.9% |
| 6M | +36.8% | -16.1% | +52.9% | +43.6% |
| YTD | +296.1% | +13.4% | +282.7% | +274.7% |
| 1Y | +1,810.6% | -2.6% | +1,813.2% | +1,782.7% |
| 3Y | +2,587.6% | -70.3% | +2,657.8% | +3,218.1% |
| All | +743.4% | -77.1% | +820.5% | +888.7% |
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