-69.1%
ENPH vs AHR
+356.1%
-425.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.5% |
| 7D | -0.1% | -2.1% | +2.0% | -0.3% |
| 30D | -10.8% | +1.9% | -12.7% | -10.6% |
| 3M | -33.8% | +15.7% | -49.5% | -33.0% |
| 6M | -16.1% | +2.5% | -18.6% | -15.3% |
| YTD | +13.4% | +15.0% | -1.6% | +13.9% |
| 1Y | -2.6% | +28.1% | -30.7% | -4.5% |
| All | -69.1% | +356.1% | -425.2% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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