+8.8%
ENPH vs TROW
+17.3%
-8.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.0% | -2.3% | +1.4% |
| 7D | +26.3% | +8.2% | +18.0% | +22.5% |
| 30D | -5.7% | +8.3% | -14.0% | -8.6% |
| 3M | -24.5% | -1.6% | -22.9% | -24.9% |
| 6M | -3.0% | +11.9% | -14.9% | -6.1% |
| YTD | -1.6% | +14.3% | -15.9% | -9.8% |
| 1Y | +8.8% | +17.0% | -8.2% | -3.5% |
| All | +8.8% | +17.3% | -8.5% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling