+316.7%
PANW vs ENPH
-77.1%
+393.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.1% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -14.6% | -10.8% | -3.7% | -13.2% |
| 3M | +18.3% | -33.8% | +52.1% | +24.6% |
| 6M | +100.5% | -16.1% | +116.6% | +101.0% |
| YTD | +79.5% | +13.4% | +66.1% | +69.4% |
| 1Y | +66.7% | -2.6% | +69.3% | +60.1% |
| 3Y | +161.2% | -70.3% | +231.5% | +183.8% |
| All | +316.7% | -77.1% | +393.8% | +328.3% |
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 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