+1,940.0%
ENPH vs RCAT
-98.5%
+2,038.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -6.5% | +1.1% | -5.3% |
| 7D | +3.4% | -2.3% | +5.7% | +3.4% |
| 30D | -10.3% | -18.7% | +8.4% | -9.8% |
| 3M | -31.4% | -29.3% | -2.1% | -30.8% |
| 6M | -10.1% | -42.3% | +32.2% | -9.2% |
| YTD | +14.6% | +2.5% | +12.0% | +13.8% |
| 1Y | -3.2% | -5.7% | +2.5% | -4.0% |
| 3Y | -69.5% | +764.9% | -834.4% | -71.9% |
| 5Y | -77.2% | +182.3% | -259.5% | -78.9% |
| 10Y | +1,940.0% | -98.5% | +2,038.5% | +1,137.2% |
| All | +1,940.0% | -98.5% | +2,038.5% | +1,137.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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