-75.3%
ENPH vs AS
+123.4%
-198.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.8% | -2.4% |
| 7D | -8.4% | -4.9% | -3.6% | -7.0% |
| 30D | -11.2% | +3.9% | -15.1% | -12.0% |
| 3M | -36.1% | -9.6% | -26.5% | -34.2% |
| 6M | -37.9% | -8.7% | -29.3% | -36.4% |
| YTD | -18.7% | -19.8% | +1.2% | -14.1% |
| 1Y | -9.8% | -1.5% | -8.3% | -10.1% |
| All | -75.3% | +123.4% | -198.7% | -80.3% |
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 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