+84.9%
PR vs ENPH
-63.2%
+148.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.0% | +5.9% | +1.2% |
| 7D | -9.5% | -9.1% | -0.4% | -9.0% |
| 30D | -5.7% | -15.8% | +10.1% | -4.9% |
| 3M | +3.0% | -32.5% | +35.4% | +5.3% |
| 6M | +11.8% | -24.2% | +36.0% | +11.7% |
| YTD | +58.5% | -13.8% | +72.2% | +53.8% |
| 1Y | +69.9% | -15.8% | +85.7% | +65.0% |
| 3Y | +84.9% | -64.6% | +149.5% | +86.7% |
| All | +84.9% | -63.2% | +148.1% | +86.7% |
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