-81.0%
PATH vs ENPH
-81.4%
+0.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +1.1% |
| 7D | +0.7% | -7.6% | +8.3% | +2.7% |
| 30D | -1.1% | -16.4% | +15.3% | +2.4% |
| 3M | -14.2% | -34.3% | +20.2% | -5.6% |
| 6M | +30.9% | -28.5% | +59.4% | +33.6% |
| YTD | -20.1% | -16.4% | -3.6% | -26.3% |
| 1Y | -8.1% | -12.8% | +4.7% | -16.2% |
| 3Y | -24.3% | -65.7% | +41.4% | -22.2% |
| 5Y | -75.6% | -89.4% | +13.8% | -65.6% |
| All | -81.0% | -81.4% | +0.4% | -77.6% |
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 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