+39.4%
PPL vs ENPH
-78.8%
+118.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.7% | -2.4% | +5.0% | +2.7% |
| 30D | +0.5% | -6.6% | +7.1% | +0.6% |
| 3M | +0.7% | -46.8% | +47.5% | +2.3% |
| 6M | -7.6% | -14.7% | +7.1% | -7.8% |
| YTD | +1.8% | +13.5% | -11.7% | -0.1% |
| 1Y | -0.8% | -0.4% | -0.3% | -2.3% |
| 3Y | +56.9% | -71.7% | +128.6% | +61.3% |
| All | +39.4% | -78.8% | +118.2% | +45.5% |
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 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