+148.3%
ENPH vs AVTR
+1.7%
+146.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +1.0% |
| 7D | -2.4% | +2.7% | -5.0% | -3.8% |
| 30D | -6.6% | +12.1% | -18.7% | -12.3% |
| 3M | -46.8% | +57.2% | -104.1% | -59.7% |
| 6M | -14.7% | +73.1% | -87.8% | -40.2% |
| YTD | +13.5% | +30.6% | -17.1% | -6.4% |
| 1Y | -0.4% | +13.5% | -13.9% | -12.7% |
| 3Y | -71.7% | -31.0% | -40.7% | -68.3% |
| 5Y | -79.1% | -63.2% | -15.9% | -65.4% |
| All | +148.3% | +1.7% | +146.6% | +113.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling