-8.7%
ENPH vs AS
+0.9%
-9.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.9% |
| 7D | +11.0% | +6.9% | +4.1% | +8.4% |
| 30D | -15.0% | +16.0% | -31.0% | -19.3% |
| 3M | -28.2% | -12.8% | -15.4% | -24.4% |
| 6M | -20.5% | -15.4% | -5.1% | -15.6% |
| YTD | -11.2% | -15.7% | +4.6% | -7.1% |
| 1Y | -8.7% | +6.1% | -14.7% | -6.3% |
| All | -8.7% | +0.9% | -9.6% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling