+484.0%
PLD vs ENPH
+384.9%
+99.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -2.4% | -2.4% | 0.0% | -2.2% |
| 30D | -2.4% | -6.6% | +4.2% | -2.0% |
| 3M | -3.8% | -46.8% | +43.0% | 0.0% |
| 6M | 0.0% | -14.7% | +14.8% | -0.2% |
| YTD | +9.2% | +13.5% | -4.2% | +6.0% |
| 1Y | +25.9% | -0.4% | +26.3% | +23.0% |
| 3Y | +21.3% | -71.7% | +93.0% | +25.8% |
| 5Y | +14.1% | -79.1% | +93.2% | +18.6% |
| 10Y | +237.9% | +1,898.4% | -1,660.5% | +164.3% |
| All | +484.0% | +384.9% | +99.1% | +361.5% |
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