+376.3%
PSX vs ENPH
+1,936.5%
-1,560.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | +1.5% | +1.5% | 0.0% | +1.4% |
| 30D | +15.8% | -12.9% | +28.7% | +16.9% |
| 3M | +43.0% | -27.1% | +70.1% | +45.7% |
| 6M | +61.1% | -15.4% | +76.5% | +60.4% |
| YTD | +104.5% | +15.0% | +89.5% | +97.3% |
| 1Y | +102.5% | -0.7% | +103.2% | +96.8% |
| 3Y | +133.5% | -69.3% | +202.8% | +140.7% |
| 5Y | +367.0% | -76.7% | +443.7% | +373.7% |
| All | +376.3% | +1,936.5% | -1,560.1% | +264.8% |
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