+1,919.4%
ENPH vs AZO
+296.8%
+1,622.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -0.1% | -3.6% | +3.5% | +1.4% |
| 30D | -10.8% | -5.6% | -5.3% | -8.9% |
| 3M | -33.8% | -6.6% | -27.2% | -32.7% |
| 6M | -16.1% | -22.5% | +6.4% | -8.4% |
| YTD | +13.4% | -15.2% | +28.6% | +18.9% |
| 1Y | -2.6% | -33.9% | +31.3% | +13.3% |
| 3Y | -70.3% | +11.8% | -82.1% | -73.6% |
| 5Y | -77.0% | +85.5% | -162.6% | -84.1% |
| All | +1,919.4% | +296.8% | +1,622.6% | +911.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 10y: compounded portfolio wealth divided by compounded AZO 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…
10y analysis · Full analysis span regression · 6 months rolling