+64.4%
PPL vs ENPH
+2,696.2%
-2,631.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -1.2% | +4.1% | -5.3% | -1.4% |
| 30D | +4.2% | -11.4% | +15.6% | +4.6% |
| 3M | +1.5% | -30.5% | +32.1% | +2.8% |
| 6M | +1.0% | -20.2% | +21.3% | +1.1% |
| YTD | +4.4% | -9.3% | +13.7% | +3.1% |
| 1Y | +0.8% | -3.8% | +4.5% | -0.9% |
| 3Y | +56.5% | -61.5% | +118.0% | +57.1% |
| 5Y | +47.7% | -87.9% | +135.5% | +54.4% |
| 10Y | +64.4% | +2,519.8% | -2,455.4% | +49.4% |
| All | +64.4% | +2,696.2% | -2,631.7% | +49.4% |
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