-81.4%
PATH vs ENPH
-80.8%
-0.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | +0.1% |
| 7D | -2.3% | -9.1% | +6.9% | +0.1% |
| 30D | -4.8% | -15.8% | +10.9% | -1.5% |
| 3M | -17.7% | -32.5% | +14.7% | -10.1% |
| 6M | +18.9% | -24.2% | +43.1% | +19.5% |
| YTD | -21.7% | -13.8% | -8.0% | -28.4% |
| 1Y | -9.6% | -15.8% | +6.2% | -16.6% |
| 3Y | -25.8% | -64.6% | +38.7% | -24.4% |
| 5Y | -77.1% | -88.1% | +11.0% | -68.6% |
| All | -81.4% | -80.8% | -0.6% | -78.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling