+211.0%
RSP vs ENPH
+2,128.2%
-1,917.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.4% |
| 7D | +2.4% | -8.4% | +10.8% | +3.1% |
| 30D | +4.3% | -11.2% | +15.5% | +5.0% |
| 3M | -0.3% | -36.1% | +35.7% | +3.0% |
| 6M | +9.8% | -37.9% | +47.8% | +12.6% |
| YTD | +16.8% | -18.7% | +35.5% | +15.6% |
| 1Y | +19.5% | -9.8% | +29.3% | +17.1% |
| 3Y | +65.1% | -66.8% | +132.0% | +69.7% |
| 5Y | +48.7% | -89.6% | +138.3% | +64.0% |
| All | +211.0% | +2,128.2% | -1,917.2% | +155.1% |
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 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