+73.2%
PR vs ENPH
-65.0%
+138.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.0% |
| 7D | -16.4% | +11.0% | -27.4% | -17.0% |
| 30D | -1.9% | -15.0% | +13.1% | -1.0% |
| 3M | +8.0% | -28.2% | +36.2% | +10.0% |
| 6M | +4.1% | -20.5% | +24.6% | +3.7% |
| YTD | +58.7% | -11.2% | +69.9% | +53.7% |
| 1Y | +75.8% | -8.7% | +84.5% | +69.3% |
| 3Y | +73.2% | -63.6% | +136.7% | +68.8% |
| All | +73.2% | -65.0% | +138.2% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling