-78.0%
PATH vs ENPH
-74.8%
-3.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.2% | -16.8% | -16.7% |
| 7D | -16.3% | -2.4% | -13.9% | -15.8% |
| 30D | +9.9% | -6.6% | +16.5% | +11.8% |
| 3M | +30.2% | -46.8% | +77.0% | +51.1% |
| 6M | +37.2% | -14.7% | +52.0% | +34.0% |
| YTD | -7.3% | +13.5% | -20.8% | -20.0% |
| 1Y | +40.0% | -0.4% | +40.4% | +25.0% |
| 3Y | -4.4% | -71.7% | +67.3% | +12.6% |
| 5Y | -76.0% | -79.1% | +3.1% | -71.3% |
| All | -78.0% | -74.8% | -3.2% | -75.7% |
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