+267.4%
RTX vs ENPH
+2,128.2%
-1,860.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.3% |
| 7D | +4.8% | -8.4% | +13.2% | +5.3% |
| 30D | +6.5% | -11.2% | +17.7% | +7.0% |
| 3M | -9.6% | -36.1% | +26.4% | -7.4% |
| 6M | +12.3% | -37.9% | +50.3% | +14.1% |
| YTD | +9.5% | -18.7% | +28.1% | +7.9% |
| 1Y | +15.8% | -9.8% | +25.7% | +13.3% |
| 3Y | +157.0% | -66.8% | +223.8% | +159.4% |
| 5Y | +148.8% | -89.6% | +238.4% | +170.6% |
| All | +267.4% | +2,128.2% | -1,860.8% | +200.1% |
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