+99.0%
NTRA vs ENPH
+8.1%
+90.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | +0.6% |
| 7D | -7.9% | +26.3% | -34.1% | -7.8% |
| 30D | -8.1% | -5.7% | -2.5% | -7.9% |
| 3M | +42.1% | -24.5% | +66.6% | +42.4% |
| 6M | +84.8% | -3.0% | +87.9% | +87.9% |
| YTD | +70.7% | -1.6% | +72.2% | +73.8% |
| 1Y | +99.0% | +8.8% | +90.3% | +98.8% |
| All | +99.0% | +8.1% | +90.9% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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