+119.0%
PAAS vs ENPH
-78.8%
+197.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.4% |
| 7D | -2.9% | -2.4% | -0.5% | -2.6% |
| 30D | +6.8% | -6.6% | +13.4% | +7.8% |
| 3M | -2.9% | -46.8% | +43.9% | +5.5% |
| 6M | -16.4% | -14.7% | -1.7% | -16.2% |
| YTD | 0.0% | +13.5% | -13.5% | -4.6% |
| 1Y | +54.3% | -0.4% | +54.7% | +49.0% |
| 3Y | +230.7% | -71.7% | +302.4% | +260.3% |
| All | +119.0% | -78.8% | +197.8% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 5y: compounded portfolio wealth divided by compounded ENPH 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…
5y analysis · Full analysis span regression · 6 months rolling