-50.3%
ENPH vs PLTU
+129.7%
-180.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.7% | +0.6% |
| 7D | +1.5% | -17.7% | +19.2% | +2.7% |
| 30D | -12.9% | -12.5% | -0.3% | -12.3% |
| 3M | -27.1% | +39.5% | -66.6% | -29.3% |
| 6M | -15.4% | -7.0% | -8.5% | -17.1% |
| YTD | +15.0% | -38.1% | +53.1% | +14.9% |
| 1Y | -0.7% | -36.0% | +35.3% | -2.1% |
| All | -50.3% | +129.7% | -180.1% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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