+79.3%
PR vs ENPH
-71.4%
+150.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | +2.9% | -2.4% | +5.3% | +3.1% |
| 30D | +18.0% | -6.6% | +24.7% | +18.5% |
| 3M | +16.9% | -46.8% | +63.7% | +22.1% |
| 6M | +28.2% | -14.7% | +43.0% | +27.5% |
| YTD | +69.3% | +13.5% | +55.9% | +61.5% |
| 1Y | +69.5% | -0.4% | +69.9% | +62.9% |
| All | +79.3% | -71.4% | +150.8% | +91.0% |
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