+46.4%
PPL vs ENPH
-89.4%
+135.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.9% | -0.3% |
| 7D | -2.2% | -7.6% | +5.4% | -2.0% |
| 30D | +1.7% | -16.4% | +18.1% | +2.1% |
| 3M | +0.1% | -34.3% | +34.4% | +1.2% |
| 6M | -1.5% | -28.5% | +27.0% | -1.3% |
| YTD | +3.0% | -16.4% | +19.4% | +1.7% |
| 1Y | -1.4% | -12.8% | +11.4% | -2.9% |
| 3Y | +53.5% | -65.7% | +119.1% | +54.1% |
| 5Y | +46.4% | -89.4% | +135.8% | +54.1% |
| All | +46.4% | -89.4% | +135.8% | +54.1% |
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