+2,186.8%
ENPH vs RGEN
+415.2%
+1,771.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.4% | -3.0% |
| 7D | -8.4% | -3.3% | -5.1% | -7.1% |
| 30D | -11.2% | -5.8% | -5.3% | -9.4% |
| 3M | -36.1% | +0.2% | -36.3% | -37.0% |
| 6M | -37.9% | +56.8% | -94.7% | -50.3% |
| YTD | -18.7% | +2.4% | -21.1% | -23.1% |
| 1Y | -9.8% | +11.4% | -21.3% | -18.0% |
| 3Y | -66.8% | +15.2% | -82.0% | -72.6% |
| 5Y | -89.6% | -35.1% | -54.5% | -89.7% |
| All | +2,186.8% | +415.2% | +1,771.7% | +1,142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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