+255.2%
ENPH vs AEIS
+1,607.6%
-1,352.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.0% | +1.3% | -0.4% |
| 7D | -8.4% | +11.5% | -19.9% | -14.2% |
| 30D | -11.2% | -15.8% | +4.6% | -5.5% |
| 3M | -36.1% | -33.3% | -2.8% | -23.9% |
| 6M | -37.9% | -35.2% | -2.7% | -25.8% |
| YTD | -18.7% | +5.0% | -23.7% | -30.5% |
| 1Y | -9.8% | +8.5% | -18.3% | -24.7% |
| 3Y | -66.8% | +152.9% | -219.7% | -84.5% |
| 5Y | -89.6% | +144.6% | -234.3% | -95.1% |
| 10Y | +2,186.8% | +337.1% | +1,849.7% | +564.4% |
| All | +255.2% | +1,607.6% | -1,352.4% | -60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling