+159.2%
PR vs ENPH
+956.0%
-796.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +2.5% |
| 7D | -0.5% | -10.3% | +9.8% | +0.7% |
| 30D | -4.6% | -10.1% | +5.5% | -3.9% |
| 3M | +4.7% | -33.1% | +37.8% | +8.9% |
| 6M | +12.4% | -24.8% | +37.3% | +13.2% |
| YTD | +62.9% | -11.7% | +74.6% | +57.5% |
| 1Y | +70.6% | -8.2% | +78.8% | +63.9% |
| 3Y | +90.0% | -63.7% | +153.7% | +94.8% |
| 5Y | +255.5% | -88.7% | +344.2% | +307.6% |
| 10Y | +78.7% | +2,382.5% | -2,303.7% | +69.1% |
| All | +159.2% | +956.0% | -796.8% | +141.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling