-2.6%
ENPH vs AVTR
+16.7%
-19.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -0.1% | -1.1% | +1.0% | +0.3% |
| 30D | -10.8% | +6.3% | -17.2% | -12.4% |
| 3M | -33.8% | +53.3% | -87.1% | -43.4% |
| 6M | -16.1% | +78.6% | -94.8% | -33.1% |
| YTD | +13.4% | +29.2% | -15.8% | +6.2% |
| 1Y | -2.6% | +13.8% | -16.4% | 0.0% |
| All | -2.6% | +16.7% | -19.3% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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