+400.3%
ENPH vs AEE
+432.0%
-31.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.3% |
| 7D | +3.4% | +1.1% | +2.3% | +3.1% |
| 30D | -10.3% | 0.0% | -10.3% | -10.3% |
| 3M | -31.4% | -0.9% | -30.5% | -31.5% |
| 6M | -10.1% | -2.4% | -7.7% | -10.1% |
| YTD | +14.6% | +8.6% | +5.9% | +10.1% |
| 1Y | -3.2% | +10.2% | -13.4% | -7.7% |
| 3Y | -69.5% | +47.8% | -117.3% | -74.1% |
| 5Y | -77.2% | +40.1% | -117.3% | -80.4% |
| 10Y | +1,940.0% | +195.0% | +1,745.0% | +1,323.5% |
| All | +400.3% | +432.0% | -31.8% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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