+213.2%
RSP vs ENPH
+2,435.8%
-2,222.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +4.9% | +0.4% |
| 7D | +0.7% | -9.1% | +9.9% | +1.5% |
| 30D | +3.7% | -15.8% | +19.4% | +4.9% |
| 3M | +0.7% | -32.5% | +33.1% | +3.6% |
| 6M | +9.0% | -24.2% | +33.2% | +9.9% |
| YTD | +16.7% | -13.8% | +30.4% | +14.9% |
| 1Y | +19.0% | -15.8% | +34.8% | +17.3% |
| 3Y | +64.7% | -64.6% | +129.3% | +68.3% |
| 5Y | +49.6% | -88.1% | +137.7% | +63.2% |
| All | +213.2% | +2,435.8% | -2,222.6% | +155.8% |
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