-76.8%
ENPH vs PHM
+155.2%
-232.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.8% |
| 7D | +3.4% | -3.9% | +7.2% | +5.7% |
| 30D | -10.3% | -8.6% | -1.7% | -5.3% |
| 3M | -31.4% | -2.9% | -28.4% | -30.8% |
| 6M | -10.1% | -5.7% | -4.4% | -8.2% |
| YTD | +14.6% | +1.9% | +12.7% | +10.8% |
| 1Y | -3.2% | -12.3% | +9.1% | +2.5% |
| 3Y | -69.5% | +50.8% | -120.2% | -77.5% |
| All | -76.8% | +155.2% | -232.0% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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