+442.1%
RSP vs ENPH
+287.7%
+154.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.1% | +0.1% | +2.1% |
| 7D | +0.4% | +4.1% | -3.7% | +0.1% |
| 30D | +3.7% | -11.4% | +15.1% | +4.4% |
| 3M | +0.8% | -30.5% | +31.3% | +3.1% |
| 6M | +9.1% | -20.2% | +29.3% | +9.5% |
| YTD | +16.7% | -9.3% | +26.0% | +14.8% |
| 1Y | +19.7% | -3.8% | +23.5% | +17.1% |
| 3Y | +66.7% | -61.5% | +128.2% | +69.1% |
| 5Y | +48.7% | -87.9% | +136.5% | +60.1% |
| 10Y | +215.6% | +2,519.8% | -2,304.3% | +134.0% |
| All | +442.1% | +287.7% | +154.3% | +314.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling