+240.3%
PLD vs ENPH
+2,033.5%
-1,793.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -5.9% | +0.3% |
| 7D | -0.9% | +9.3% | -10.1% | -1.6% |
| 30D | -1.2% | -7.3% | +6.1% | -0.7% |
| 3M | -2.3% | -31.7% | +29.4% | +0.2% |
| 6M | +4.5% | -3.5% | +8.0% | +3.1% |
| YTD | +10.1% | +21.2% | -11.0% | +5.7% |
| 1Y | +25.9% | +0.1% | +25.8% | +22.4% |
| 3Y | +24.4% | -67.7% | +92.1% | +28.4% |
| 5Y | +15.5% | -76.2% | +91.7% | +19.8% |
| 10Y | +240.3% | +2,057.2% | -1,816.9% | +185.4% |
| All | +240.3% | +2,033.5% | -1,793.2% | +185.4% |
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