+8.8%
ENPH vs TRU
+2.1%
+6.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -0.8% | +3.2% |
| 7D | +26.3% | +10.5% | +15.7% | +24.9% |
| 30D | -5.7% | +28.7% | -34.4% | -7.4% |
| 3M | -24.5% | +0.7% | -25.1% | -25.3% |
| 6M | -3.0% | +19.3% | -22.4% | -5.4% |
| YTD | -1.6% | -3.7% | +2.2% | -3.2% |
| 1Y | +8.8% | +3.4% | +5.3% | +5.3% |
| All | +8.8% | +2.1% | +6.6% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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