+1,947.8%
ENPH vs RMD
+276.6%
+1,671.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.5% |
| 7D | +1.5% | -4.2% | +5.7% | +3.7% |
| 30D | -12.9% | -2.1% | -10.8% | -12.1% |
| 3M | -27.1% | +13.8% | -40.9% | -33.2% |
| 6M | -15.4% | -10.6% | -4.8% | -12.2% |
| YTD | +15.0% | -8.1% | +23.1% | +18.0% |
| 1Y | -0.7% | -18.0% | +17.3% | +8.2% |
| 3Y | -69.3% | +52.9% | -122.2% | -78.1% |
| 5Y | -76.7% | -22.3% | -54.4% | -75.4% |
| All | +1,947.8% | +276.6% | +1,671.2% | +1,078.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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