+209.8%
RSP vs ENPH
+1,928.7%
-1,718.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.5% | -0.5% |
| 7D | -1.8% | +3.4% | -5.2% | -2.1% |
| 30D | -2.5% | -10.3% | +7.7% | -1.8% |
| 3M | +3.0% | -31.4% | +34.4% | +5.7% |
| 6M | +8.9% | -10.1% | +19.0% | +8.2% |
| YTD | +13.0% | +14.6% | -1.6% | +9.1% |
| 1Y | +16.2% | -3.2% | +19.5% | +13.5% |
| 3Y | +52.7% | -69.5% | +122.2% | +58.3% |
| 5Y | +50.5% | -77.2% | +127.7% | +55.8% |
| 10Y | +209.8% | +1,940.0% | -1,730.2% | +156.1% |
| All | +209.8% | +1,928.7% | -1,718.9% | +156.1% |
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