+2,521.4%
PWR vs ENPH
+1,908.3%
+613.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.4% | +6.5% | +5.3% |
| 7D | +4.2% | -0.1% | +4.2% | +4.2% |
| 30D | -4.0% | -10.8% | +6.8% | -2.9% |
| 3M | -4.8% | -33.8% | +29.1% | -0.6% |
| 6M | +14.6% | -16.1% | +30.8% | +15.5% |
| YTD | +54.2% | +13.4% | +40.8% | +48.3% |
| 1Y | +67.1% | -2.6% | +69.7% | +62.8% |
| 3Y | +218.5% | -70.3% | +288.7% | +238.2% |
| 5Y | +466.3% | -77.0% | +543.3% | +504.9% |
| All | +2,521.4% | +1,908.3% | +613.1% | +2,071.3% |
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