+1,919.4%
ENPH vs TRI
+196.2%
+1,723.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -2.1% |
| 7D | -0.1% | -7.9% | +7.8% | +3.2% |
| 30D | -10.8% | -4.5% | -6.3% | -9.8% |
| 3M | -33.8% | +22.1% | -55.9% | -41.9% |
| 6M | -16.1% | -2.8% | -13.4% | -19.8% |
| YTD | +13.4% | -23.4% | +36.8% | +24.9% |
| 1Y | -2.6% | -41.5% | +38.9% | +31.6% |
| 3Y | -70.3% | -19.2% | -51.0% | -70.4% |
| 5Y | -77.0% | -9.4% | -67.6% | -79.4% |
| All | +1,919.4% | +196.2% | +1,723.2% | +816.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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