+2,186.8%
ENPH vs RVTY
+211.6%
+1,975.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -1.6% |
| 7D | -8.4% | -0.5% | -8.0% | -8.1% |
| 30D | -11.2% | +1.5% | -12.7% | -12.5% |
| 3M | -36.1% | +31.5% | -67.5% | -47.2% |
| 6M | -37.9% | +62.7% | -100.6% | -56.1% |
| YTD | -18.7% | +60.0% | -78.6% | -42.8% |
| 1Y | -9.8% | +65.7% | -75.5% | -38.3% |
| 3Y | -66.8% | +85.2% | -152.0% | -79.5% |
| 5Y | -89.6% | -14.9% | -74.8% | -89.5% |
| All | +2,186.8% | +211.6% | +1,975.3% | +578.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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