+230.8%
RDW vs ENPH
-70.3%
+301.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.9% |
| 7D | +0.9% | -0.1% | +0.9% | +1.0% |
| 30D | -21.3% | -10.8% | -10.4% | -18.5% |
| 3M | -37.9% | -33.8% | -4.0% | -29.9% |
| 6M | +12.3% | -16.1% | +28.4% | +20.6% |
| YTD | +39.7% | +13.4% | +26.3% | +39.1% |
| 1Y | +25.7% | -2.6% | +28.3% | +28.1% |
| 3Y | +230.8% | -70.3% | +301.1% | +302.1% |
| All | +230.8% | -70.3% | +301.1% | +302.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling