+54.2%
RGTI vs ENPH
-77.3%
+131.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.2% |
| 7D | +0.5% | -0.1% | +0.5% | +0.5% |
| 30D | -17.1% | -10.8% | -6.3% | -13.7% |
| 3M | -26.0% | -33.8% | +7.8% | -14.4% |
| 6M | -9.9% | -16.1% | +6.3% | -4.2% |
| YTD | -31.1% | +13.4% | -44.5% | -35.8% |
| 1Y | -8.5% | -2.6% | -5.9% | -11.4% |
| 3Y | +652.2% | -70.3% | +722.5% | +913.4% |
| 5Y | +56.8% | -77.0% | +133.8% | +136.1% |
| All | +54.2% | -77.3% | +131.5% | +132.4% |
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 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