-70.3%
ENPH vs TRI
-18.9%
-51.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.4% |
| 7D | -0.1% | -7.9% | +7.8% | +0.1% |
| 30D | -10.8% | -4.5% | -6.3% | -10.9% |
| 3M | -33.8% | +22.1% | -55.9% | -34.1% |
| 6M | -16.1% | -2.8% | -13.4% | -13.3% |
| YTD | +13.4% | -23.4% | +36.8% | +27.5% |
| 1Y | -2.6% | -41.5% | +38.9% | +25.0% |
| 3Y | -70.3% | -19.2% | -51.0% | -68.3% |
| All | -70.3% | -18.9% | -51.3% | -68.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling