+147.8%
PR vs ENPH
+981.0%
-833.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -8.2% | +3.3% | -3.9% |
| 7D | -16.5% | +12.0% | -28.6% | -17.8% |
| 30D | -4.5% | -14.6% | +10.0% | -3.2% |
| 3M | +8.5% | -25.6% | +34.2% | +11.5% |
| 6M | -3.3% | -19.6% | +16.2% | -3.5% |
| YTD | +55.7% | -9.6% | +65.3% | +50.3% |
| 1Y | +82.0% | -10.0% | +92.1% | +75.2% |
| 3Y | +62.5% | -64.2% | +126.6% | +66.9% |
| 5Y | +223.9% | -87.8% | +311.7% | +268.2% |
| 10Y | +64.2% | +2,376.1% | -2,311.9% | +55.0% |
| All | +147.8% | +981.0% | -833.2% | +130.6% |
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