-69.8%
ENPH vs AGI
+204.0%
-273.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.3% | +3.7% | +1.4% |
| 7D | +1.5% | -5.3% | +6.8% | +3.1% |
| 30D | -12.9% | +6.8% | -19.6% | -14.8% |
| 3M | -27.1% | +8.3% | -35.4% | -29.8% |
| 6M | -15.4% | -29.2% | +13.8% | -7.6% |
| YTD | +15.0% | -7.3% | +22.3% | +14.1% |
| 1Y | -0.7% | +8.0% | -8.7% | -6.5% |
| All | -69.8% | +204.0% | -273.8% | -80.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling