+56.8%
RGTI vs ENPH
-77.1%
+133.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.5% |
| 3M | -26.0% | -33.8% | +7.8% | -13.9% |
| 6M | -9.9% | -16.1% | +6.3% | -4.1% |
| YTD | -31.1% | +13.4% | -44.5% | -36.2% |
| 1Y | -8.5% | -2.6% | -5.9% | -11.8% |
| 3Y | +652.2% | -70.3% | +722.5% | +930.4% |
| All | +56.8% | -77.1% | +133.9% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling