-70.3%
ENPH vs AU
+577.5%
-647.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.5% |
| 7D | -0.1% | -4.3% | +4.2% | +0.9% |
| 30D | -10.8% | +7.3% | -18.2% | -12.6% |
| 3M | -33.8% | +26.3% | -60.1% | -37.9% |
| 6M | -16.1% | +1.8% | -17.9% | -18.0% |
| YTD | +13.4% | +26.8% | -13.4% | +5.4% |
| 1Y | -2.6% | +66.7% | -69.3% | -15.6% |
| 3Y | -70.3% | +579.1% | -649.3% | -83.6% |
| All | -70.3% | +577.5% | -647.7% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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