+1,919.4%
ENPH vs AGI
+392.3%
+1,527.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -0.1% | -2.7% | +2.7% | +0.5% |
| 30D | -10.8% | +7.2% | -18.1% | -12.3% |
| 3M | -33.8% | +4.3% | -38.1% | -34.9% |
| 6M | -16.1% | -27.1% | +11.0% | -11.5% |
| YTD | +13.4% | -6.6% | +20.0% | +13.4% |
| 1Y | -2.6% | +9.5% | -12.1% | -6.1% |
| 3Y | -70.3% | +208.4% | -278.7% | -76.9% |
| 5Y | -77.0% | +401.6% | -478.7% | -83.9% |
| All | +1,919.4% | +392.3% | +1,527.1% | +1,451.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling