-70.3%
ENPH vs NTR
+36.8%
-107.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -0.1% | -1.3% | +1.2% | +0.5% |
| 30D | -10.8% | +16.8% | -27.6% | -16.3% |
| 3M | -33.8% | +20.7% | -54.6% | -39.2% |
| 6M | -16.1% | +0.5% | -16.7% | -17.3% |
| YTD | +13.4% | +29.2% | -15.8% | -3.0% |
| 1Y | -2.6% | +39.6% | -42.2% | -21.0% |
| 3Y | -70.3% | +37.9% | -108.1% | -75.4% |
| All | -70.3% | +36.8% | -107.0% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling