-77.0%
PATH vs ENPH
-88.2%
+11.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.4% |
| 7D | -5.3% | +11.0% | -16.3% | -8.2% |
| 30D | -0.5% | -15.0% | +14.5% | +2.7% |
| 3M | -7.1% | -28.2% | +21.1% | -0.1% |
| 6M | +23.8% | -20.5% | +44.3% | +22.7% |
| YTD | -20.7% | -11.2% | -9.5% | -28.2% |
| 1Y | -8.1% | -8.7% | +0.6% | -17.6% |
| 3Y | -21.8% | -63.6% | +41.8% | -21.8% |
| All | -77.0% | -88.2% | +11.2% | -68.5% |
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