-21.8%
PATH vs ENPH
-65.0%
+43.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.2% |
| 7D | -5.3% | +11.0% | -16.3% | -6.9% |
| 30D | -0.5% | -15.0% | +14.5% | +1.4% |
| 3M | -7.1% | -28.2% | +21.1% | -3.1% |
| 6M | +23.8% | -20.5% | +44.3% | +23.1% |
| YTD | -20.7% | -11.2% | -9.5% | -25.2% |
| 1Y | -8.1% | -8.7% | +0.6% | -13.9% |
| 3Y | -21.8% | -63.6% | +41.8% | -30.1% |
| All | -21.8% | -65.0% | +43.2% | -30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling