-72.4%
ENPH vs AS
+142.2%
-214.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.2% |
| 7D | +4.1% | +5.8% | -1.7% | +2.4% |
| 30D | -11.4% | +15.4% | -26.7% | -14.8% |
| 3M | -30.5% | -11.9% | -18.7% | -28.2% |
| 6M | -20.2% | -9.9% | -10.3% | -18.2% |
| YTD | -9.3% | -13.1% | +3.8% | -6.5% |
| 1Y | -3.8% | +9.9% | -13.7% | -7.1% |
| All | -72.4% | +142.2% | -214.7% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling