-73.8%
ENPH vs AS
+137.8%
-211.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.1% | -4.4% |
| 7D | -9.1% | +4.5% | -13.6% | -10.2% |
| 30D | -15.8% | +13.2% | -29.0% | -18.6% |
| 3M | -32.5% | -11.9% | -20.5% | -30.1% |
| 6M | -24.2% | -11.6% | -12.6% | -21.8% |
| YTD | -13.8% | -14.7% | +0.9% | -10.6% |
| 1Y | -15.8% | +5.7% | -21.5% | -17.8% |
| All | -73.8% | +137.8% | -211.5% | -79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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