+1,149.3%
PSX vs ENPH
+254.2%
+895.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +2.0% |
| 7D | +6.4% | -7.6% | +14.0% | +7.0% |
| 30D | -10.2% | -16.4% | +6.2% | -9.3% |
| 3M | +17.2% | -34.3% | +51.5% | +20.2% |
| 6M | +51.8% | -28.5% | +80.3% | +52.9% |
| YTD | +108.0% | -16.4% | +124.5% | +105.0% |
| 1Y | +96.1% | -12.8% | +108.9% | +92.5% |
| 3Y | +155.9% | -65.7% | +221.5% | +160.7% |
| 5Y | +306.9% | -89.4% | +396.3% | +339.8% |
| 10Y | +364.5% | +2,249.1% | -1,884.6% | +215.8% |
| All | +1,149.3% | +254.2% | +895.0% | +764.0% |
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