+2,057.2%
ENPH vs AR
+45.1%
+2,012.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.6% | +6.9% |
| 7D | +9.3% | -1.8% | +11.1% | +9.6% |
| 30D | -7.3% | +12.6% | -19.9% | -9.1% |
| 3M | -31.7% | +10.0% | -41.8% | -33.0% |
| 6M | -3.5% | +0.6% | -4.1% | -4.3% |
| YTD | +21.2% | +13.4% | +7.7% | +17.3% |
| 1Y | +0.1% | +21.7% | -21.7% | -4.7% |
| 3Y | -67.7% | +45.8% | -113.5% | -70.8% |
| 5Y | -76.2% | +144.3% | -220.5% | -80.9% |
| 10Y | +2,057.2% | +41.8% | +2,015.4% | +1,829.4% |
| All | +2,057.2% | +45.1% | +2,012.1% | +1,829.4% |
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