-89.3%
ENPH vs AEIS
+142.3%
-231.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -0.7% |
| 7D | -8.4% | +11.5% | -19.9% | -13.6% |
| 30D | -11.2% | -15.8% | +4.6% | -5.8% |
| 3M | -36.1% | -33.3% | -2.8% | -24.5% |
| 6M | -37.9% | -35.2% | -2.7% | -26.5% |
| YTD | -18.7% | +5.0% | -23.7% | -31.3% |
| 1Y | -9.8% | +8.5% | -18.3% | -25.6% |
| 3Y | -66.8% | +152.9% | -219.7% | -85.7% |
| All | -89.3% | +142.3% | -231.7% | -95.7% |
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