-50.6%
ENPH vs RPRX
+81.2%
-131.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.0% |
| 7D | -8.4% | +3.3% | -11.8% | -9.6% |
| 30D | -11.2% | +17.9% | -29.1% | -16.7% |
| 3M | -36.1% | +19.2% | -55.3% | -40.7% |
| 6M | -37.9% | +31.7% | -69.6% | -45.6% |
| YTD | -18.7% | +82.5% | -101.1% | -38.2% |
| 1Y | -9.8% | +78.4% | -88.3% | -30.8% |
| 3Y | -66.8% | +177.0% | -243.8% | -79.2% |
| 5Y | -89.6% | +86.5% | -176.1% | -92.3% |
| All | -50.6% | +81.2% | -131.8% | -63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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