-77.3%
ENPH vs AEIS
+232.6%
-309.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -4.1% |
| 7D | -0.1% | +2.3% | -2.3% | -1.4% |
| 30D | -10.8% | -14.8% | +4.0% | -3.7% |
| 3M | -33.8% | -15.6% | -18.2% | -29.3% |
| 6M | -16.1% | -8.7% | -7.4% | -16.2% |
| YTD | +13.4% | +37.3% | -23.9% | -13.3% |
| 1Y | -2.6% | +80.3% | -82.9% | -37.8% |
| 3Y | -70.3% | +177.9% | -248.2% | -86.7% |
| All | -77.3% | +232.6% | -309.9% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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