-66.8%
ENPH vs AR
+48.6%
-115.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -8.4% | +7.4% | -15.8% | -9.2% |
| 30D | -11.2% | +5.8% | -16.9% | -12.1% |
| 3M | -36.1% | +5.2% | -41.3% | -36.7% |
| 6M | -37.9% | +5.4% | -43.4% | -38.8% |
| YTD | -18.7% | +12.4% | -31.1% | -21.5% |
| 1Y | -9.8% | +12.8% | -22.6% | -13.2% |
| 3Y | -66.8% | +47.2% | -114.0% | -70.1% |
| All | -66.8% | +48.6% | -115.4% | -70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling