-68.6%
ENPH vs AHR
+360.2%
-428.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.4% |
| 7D | +1.5% | -3.0% | +4.6% | +1.1% |
| 30D | -12.9% | +2.6% | -15.5% | -12.5% |
| 3M | -27.1% | +16.0% | -43.1% | -26.2% |
| 6M | -15.4% | +3.1% | -18.5% | -14.5% |
| YTD | +15.0% | +16.0% | -1.0% | +15.6% |
| 1Y | -0.7% | +28.0% | -28.7% | -2.3% |
| All | -68.6% | +360.2% | -428.8% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling