+21.6%
PATH vs ENPH
-12.5%
+34.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -8.2% | +4.5% | -3.4% |
| 7D | -5.6% | +12.0% | -17.6% | -5.9% |
| 30D | -0.7% | -14.6% | +13.9% | +0.1% |
| 3M | -5.9% | -25.6% | +19.8% | -4.8% |
| 6M | +21.6% | -19.6% | +41.2% | +35.5% |
| All | +21.6% | -12.5% | +34.1% | +35.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling