+985.2%
AXTI vs ENPH
+389.6%
+595.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | 0.0% |
| 7D | +21.0% | +3.4% | +17.6% | +20.4% |
| 30D | -6.6% | -10.3% | +3.6% | -4.9% |
| 3M | -12.1% | -31.4% | +19.3% | -5.5% |
| 6M | +78.7% | -10.1% | +88.8% | +82.3% |
| YTD | +321.5% | +14.6% | +306.9% | +306.5% |
| 1Y | +2,166.8% | -3.2% | +2,170.0% | +2,148.6% |
| 3Y | +2,807.6% | -69.5% | +2,877.1% | +3,181.3% |
| 5Y | +651.5% | -77.2% | +728.7% | +759.7% |
| 10Y | +1,560.5% | +1,940.0% | -379.5% | +1,154.4% |
| All | +985.2% | +389.6% | +595.6% | +621.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling