+3,018.3%
PWR vs ENPH
+417.7%
+2,600.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.8% | -4.4% | +1.7% |
| 7D | +4.5% | +9.3% | -4.7% | +3.6% |
| 30D | -4.9% | -7.3% | +2.4% | -4.2% |
| 3M | -7.9% | -31.7% | +23.9% | -4.5% |
| 6M | +18.3% | -3.5% | +21.8% | +17.5% |
| YTD | +51.5% | +21.2% | +30.4% | +45.3% |
| 1Y | +70.3% | +0.1% | +70.3% | +65.9% |
| 3Y | +210.6% | -67.7% | +278.3% | +225.0% |
| 5Y | +456.7% | -76.2% | +532.9% | +486.9% |
| 10Y | +2,396.1% | +2,057.2% | +338.9% | +1,642.6% |
| All | +3,018.3% | +417.7% | +2,600.6% | +2,158.4% |
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