+1,735.1%
NTRA vs ENPH
+376.9%
+1,358.2%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.4% | +7.3% | +2.8% |
| 7D | +1.6% | +3.4% | -1.8% | +0.9% |
| 30D | +3.8% | -10.3% | +14.0% | +5.5% |
| 3M | +48.2% | -31.4% | +79.6% | +56.8% |
| 6M | +61.0% | -10.1% | +71.1% | +58.6% |
| YTD | +44.2% | +14.6% | +29.6% | +32.4% |
| 1Y | +87.3% | -3.2% | +90.5% | +75.8% |
| 3Y | +509.4% | -69.5% | +578.9% | +554.8% |
| 5Y | +175.1% | -77.2% | +252.4% | +201.9% |
| 10Y | +3,203.1% | +1,940.0% | +1,263.1% | +2,085.6% |
| All | +1,735.1% | +376.9% | +1,358.2% | +1,188.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling