-78.4%
ENPH vs AVAV
+39.7%
-118.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | -2.4% | -2.2% | -0.1% | -1.9% |
| 30D | -6.6% | -13.9% | +7.3% | -3.4% |
| 3M | -46.8% | -29.2% | -17.6% | -43.0% |
| 6M | -14.7% | -36.1% | +21.4% | -7.7% |
| YTD | +13.5% | -40.2% | +53.7% | +19.8% |
| 1Y | -0.4% | -36.2% | +35.8% | +1.1% |
| 3Y | -71.7% | +47.5% | -119.3% | -80.9% |
| All | -78.4% | +39.7% | -118.1% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 5y: compounded portfolio wealth divided by compounded AVAV 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…
5y analysis · Full analysis span regression · 6 months rolling