+5.2%
ENPH vs AMRZ
-20.1%
+25.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -0.1% | -7.5% | +7.5% | +2.8% |
| 30D | -10.8% | -12.4% | +1.6% | -6.3% |
| 3M | -33.8% | -22.4% | -11.4% | -27.7% |
| 6M | -16.1% | -29.5% | +13.4% | -5.2% |
| YTD | +13.4% | -24.1% | +37.6% | +24.0% |
| 1Y | -2.6% | -26.3% | +23.7% | +6.5% |
| All | +5.2% | -20.1% | +25.3% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 10y: compounded portfolio wealth divided by compounded AMRZ 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…
10y analysis · Full analysis span regression · 6 months rolling