+361.6%
PSX vs ENPH
+2,128.2%
-1,766.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +1.0% |
| 7D | +7.8% | -8.4% | +16.2% | +8.5% |
| 30D | -10.9% | -11.2% | +0.3% | -10.4% |
| 3M | +14.5% | -36.1% | +50.6% | +17.9% |
| 6M | +56.1% | -37.9% | +94.0% | +59.2% |
| YTD | +109.6% | -18.7% | +128.2% | +106.4% |
| 1Y | +95.5% | -9.8% | +105.3% | +90.8% |
| 3Y | +156.2% | -66.8% | +223.0% | +161.6% |
| 5Y | +310.0% | -89.6% | +399.6% | +346.8% |
| All | +361.6% | +2,128.2% | -1,766.6% | +237.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling