+209.7%
PH vs ENPH
-89.7%
+299.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.6% | +0.2% |
| 7D | +4.3% | -8.4% | +12.8% | +5.2% |
| 30D | +0.1% | -11.2% | +11.3% | +1.0% |
| 3M | -9.4% | -36.1% | +26.7% | -5.7% |
| 6M | +8.8% | -37.9% | +46.7% | +11.8% |
| YTD | +9.6% | -18.7% | +28.3% | +7.5% |
| 1Y | +14.4% | -9.8% | +24.3% | +10.8% |
| 3Y | +134.5% | -66.8% | +201.3% | +140.8% |
| All | +209.7% | -89.7% | +299.4% | +265.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling