-77.3%
ENPH vs AGI
+400.3%
-477.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -12.9% |
| 3M | -33.8% | +4.3% | -38.1% | -35.5% |
| 6M | -16.1% | -27.1% | +11.0% | -9.5% |
| YTD | +13.4% | -6.6% | +20.0% | +12.6% |
| 1Y | -2.6% | +9.5% | -12.1% | -8.4% |
| 3Y | -70.3% | +208.4% | -278.7% | -80.1% |
| All | -77.3% | +400.3% | -477.6% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling