+40.0%
PATH vs ENPH
-1.9%
+41.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.6% |
| 7D | -16.3% | -2.4% | -13.9% | -16.1% |
| 30D | +9.9% | -6.6% | +16.5% | +10.7% |
| 3M | +30.2% | -46.8% | +77.0% | +38.3% |
| 6M | +37.2% | -14.7% | +52.0% | +34.7% |
| YTD | -7.3% | +13.5% | -20.8% | -19.9% |
| 1Y | +40.0% | -0.4% | +40.4% | +26.6% |
| All | +40.0% | -1.9% | +41.9% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling