-2.6%
ENPH vs AGI
+9.2%
-11.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | -0.1% | -2.7% | +2.7% | +0.7% |
| 30D | -10.8% | +7.2% | -18.1% | -13.1% |
| 3M | -33.8% | +4.3% | -38.1% | -35.6% |
| 6M | -16.1% | -27.1% | +11.0% | -7.9% |
| YTD | +13.4% | -6.6% | +20.0% | +10.5% |
| 1Y | -2.6% | +9.5% | -12.1% | -8.3% |
| All | -2.6% | +9.2% | -11.8% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling