+400.3%
ENPH vs TRI
+384.4%
+15.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.6% | -4.4% |
| 7D | +3.4% | -8.4% | +11.8% | +7.7% |
| 30D | -10.3% | -6.5% | -3.8% | -7.8% |
| 3M | -31.4% | +18.6% | -50.0% | -40.7% |
| 6M | -10.1% | -10.4% | +0.3% | -11.2% |
| YTD | +14.6% | -23.7% | +38.3% | +25.1% |
| 1Y | -3.2% | -42.5% | +39.2% | +33.4% |
| 3Y | -69.5% | -19.3% | -50.2% | -70.2% |
| 5Y | -77.2% | -9.7% | -67.6% | -80.0% |
| 10Y | +1,940.0% | +194.4% | +1,745.6% | +507.8% |
| All | +400.3% | +384.4% | +15.8% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling