+429.0%
ENPH vs TRMB
+114.4%
+314.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.2% | +7.9% | +7.4% |
| 7D | +9.3% | -0.3% | +9.5% | +9.4% |
| 30D | -7.3% | -1.2% | -6.0% | -6.7% |
| 3M | -31.7% | +9.6% | -41.3% | -35.7% |
| 6M | -3.5% | -16.1% | +12.6% | +5.0% |
| YTD | +21.2% | -25.0% | +46.1% | +39.8% |
| 1Y | +0.1% | -27.7% | +27.7% | +18.0% |
| 3Y | -67.7% | +15.3% | -83.0% | -72.2% |
| 5Y | -76.2% | -37.4% | -38.8% | -71.3% |
| 10Y | +2,057.2% | +117.5% | +1,939.8% | +1,345.4% |
| All | +429.0% | +114.4% | +314.7% | +215.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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