+140.8%
PH vs ENPH
-68.2%
+209.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.8% | -7.5% | -1.2% |
| 7D | +0.4% | +9.3% | -8.9% | -0.3% |
| 30D | -10.8% | -7.3% | -3.5% | -10.4% |
| 3M | +8.5% | -31.7% | +40.2% | +11.2% |
| 6M | +3.9% | -3.5% | +7.4% | +2.6% |
| YTD | +9.4% | +21.2% | -11.7% | +5.0% |
| 1Y | +26.8% | +0.1% | +26.7% | +23.3% |
| 3Y | +140.8% | -67.7% | +208.5% | +155.8% |
| All | +140.8% | -68.2% | +209.0% | +155.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling