-80.4%
PATH vs ENPH
-78.1%
-2.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +1.9% |
| 7D | -4.8% | +26.3% | -31.0% | -10.7% |
| 30D | +2.7% | -5.7% | +8.3% | +3.2% |
| 3M | -4.2% | -24.5% | +20.3% | +1.8% |
| 6M | +24.7% | -3.0% | +27.8% | +17.0% |
| YTD | -17.6% | -1.6% | -16.0% | -27.0% |
| 1Y | -5.3% | +8.8% | -14.1% | -19.0% |
| 3Y | -22.0% | -61.0% | +39.0% | -21.8% |
| 5Y | -76.5% | -87.0% | +10.5% | -68.5% |
| All | -80.4% | -78.1% | -2.3% | -77.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling