+1,112.1%
PSX vs ENPH
+381.1%
+731.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +4.5% | -2.4% | +6.9% | +4.7% |
| 30D | +26.6% | -6.6% | +33.2% | +27.1% |
| 3M | +39.3% | -46.8% | +86.1% | +45.0% |
| 6M | +56.8% | -14.7% | +71.6% | +56.1% |
| YTD | +101.8% | +13.5% | +88.3% | +95.3% |
| 1Y | +99.6% | -0.4% | +100.0% | +94.2% |
| 3Y | +140.3% | -71.7% | +212.1% | +149.2% |
| 5Y | +339.3% | -79.1% | +418.4% | +350.5% |
| 10Y | +369.9% | +1,898.4% | -1,528.5% | +221.8% |
| All | +1,112.1% | +381.1% | +731.0% | +723.1% |
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