+147.9%
PAAS vs ENPH
+287.7%
-139.9%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.1% | +0.7% | +2.7% |
| 7D | +8.8% | +4.1% | +4.7% | +8.4% |
| 30D | -8.5% | -11.4% | +2.9% | -7.6% |
| 3M | -17.0% | -30.5% | +13.5% | -14.4% |
| 6M | -27.9% | -20.2% | -7.7% | -27.2% |
| YTD | -17.5% | -9.3% | -8.2% | -18.5% |
| 1Y | +22.8% | -3.8% | +26.6% | +20.6% |
| 3Y | +224.2% | -61.5% | +285.7% | +234.7% |
| 5Y | +73.6% | -87.9% | +161.5% | +92.4% |
| 10Y | +186.4% | +2,519.8% | -2,333.5% | +112.5% |
| All | +147.9% | +287.7% | -139.9% | +75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling