+2,367.9%
ENPH vs AR
+52.4%
+2,315.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.3% | -7.2% | -3.6% |
| 7D | -9.1% | -5.8% | -3.4% | -8.4% |
| 30D | -15.8% | +4.8% | -20.6% | -16.6% |
| 3M | -32.5% | +1.5% | -34.0% | -32.9% |
| 6M | -24.2% | +4.7% | -28.9% | -25.3% |
| YTD | -13.8% | +9.2% | -23.0% | -16.3% |
| 1Y | -15.8% | +11.2% | -27.0% | -18.7% |
| 3Y | -64.6% | +46.2% | -110.8% | -68.0% |
| 5Y | -88.1% | +98.1% | -186.1% | -90.0% |
| 10Y | +2,367.9% | +54.5% | +2,313.3% | +2,080.4% |
| All | +2,367.9% | +52.4% | +2,315.4% | +2,080.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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