-69.9%
ENPH vs RIO
+95.3%
-165.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.4% |
| 7D | +3.4% | +1.0% | +2.4% | +2.6% |
| 30D | -10.3% | +4.0% | -14.3% | -13.5% |
| 3M | -31.4% | +4.5% | -35.9% | -34.2% |
| 6M | -10.1% | +17.3% | -27.5% | -21.7% |
| YTD | +14.6% | +36.2% | -21.6% | -13.3% |
| 1Y | -3.2% | +76.1% | -79.4% | -42.7% |
| All | -69.9% | +95.3% | -165.2% | -84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 3y: compounded portfolio wealth divided by compounded RIO 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…
3y analysis · Full analysis span regression · 6 months rolling