+279.2%
RTX vs ENPH
+1,908.3%
-1,629.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.1% |
| 7D | -1.5% | -0.1% | -1.5% | -1.6% |
| 30D | -11.0% | -10.8% | -0.1% | -10.4% |
| 3M | +7.7% | -33.8% | +41.5% | +10.0% |
| 6M | -3.9% | -16.1% | +12.2% | -4.1% |
| YTD | +9.0% | +13.4% | -4.5% | +5.6% |
| 1Y | +27.3% | -2.6% | +29.9% | +24.2% |
| 3Y | +172.9% | -70.3% | +243.2% | +180.8% |
| 5Y | +165.2% | -77.0% | +242.2% | +170.7% |
| All | +279.2% | +1,908.3% | -1,629.1% | +208.1% |
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