+435.3%
RSP vs ENPH
+384.9%
+50.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -0.8% | -2.4% | +1.6% | -0.6% |
| 30D | -0.3% | -6.6% | +6.3% | +0.1% |
| 3M | +4.3% | -46.8% | +51.1% | +8.7% |
| 6M | +8.8% | -14.7% | +23.6% | +8.7% |
| YTD | +15.3% | +13.5% | +1.8% | +11.9% |
| 1Y | +18.3% | -0.4% | +18.7% | +15.5% |
| 3Y | +52.8% | -71.7% | +124.6% | +58.7% |
| 5Y | +51.7% | -79.1% | +130.8% | +57.3% |
| 10Y | +208.5% | +1,898.4% | -1,689.9% | +130.9% |
| All | +435.3% | +384.9% | +50.3% | +304.2% |
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 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