+29.7%
RTX vs ENPH
-4.2%
+34.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | -2.0% | +1.5% | -3.5% | -1.9% |
| 30D | -11.2% | -12.9% | +1.7% | -11.5% |
| 3M | +12.0% | -27.1% | +39.2% | +11.4% |
| 6M | -3.6% | -15.4% | +11.9% | -4.1% |
| YTD | +9.2% | +15.0% | -5.8% | +8.5% |
| 1Y | +29.7% | -0.7% | +30.4% | +29.5% |
| All | +29.7% | -4.2% | +34.0% | +29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling