+70.8%
PAAS vs ENPH
-88.2%
+159.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.7% |
| 7D | +8.4% | +11.0% | -2.6% | +6.6% |
| 30D | -7.2% | -15.0% | +7.8% | -5.3% |
| 3M | -14.0% | -28.2% | +14.2% | -10.2% |
| 6M | -26.8% | -20.5% | -6.3% | -25.8% |
| YTD | -19.8% | -11.2% | -8.6% | -21.3% |
| 1Y | +22.8% | -8.7% | +31.5% | +19.9% |
| 3Y | +183.6% | -63.6% | +247.2% | +199.2% |
| All | +70.8% | -88.2% | +159.0% | +109.8% |
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