+782.8%
PH vs ENPH
+1,936.5%
-1,153.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -3.1% | +1.5% | -4.6% | -3.3% |
| 30D | -11.8% | -12.9% | +1.1% | -10.6% |
| 3M | +6.9% | -27.1% | +34.0% | +10.1% |
| 6M | -1.3% | -15.4% | +14.2% | -1.4% |
| YTD | +7.0% | +15.0% | -8.1% | +1.9% |
| 1Y | +23.1% | -0.7% | +23.8% | +18.6% |
| 3Y | +135.4% | -69.3% | +204.7% | +147.2% |
| 5Y | +250.3% | -76.7% | +327.0% | +265.0% |
| All | +782.8% | +1,936.5% | -1,153.6% | +557.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling