+2,186.8%
ENPH vs AR
+57.4%
+2,129.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -8.4% | +7.4% | -15.8% | -9.5% |
| 30D | -11.2% | +5.8% | -16.9% | -12.2% |
| 3M | -36.1% | +5.2% | -41.3% | -36.8% |
| 6M | -37.9% | +5.4% | -43.4% | -39.0% |
| YTD | -18.7% | +12.4% | -31.1% | -21.4% |
| 1Y | -9.8% | +12.8% | -22.6% | -13.1% |
| 3Y | -66.8% | +47.2% | -114.0% | -70.1% |
| 5Y | -89.6% | +101.1% | -190.8% | -91.4% |
| All | +2,186.8% | +57.4% | +2,129.5% | +1,820.5% |
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