-25.8%
TE vs ENPH
+8.1%
-33.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.7% | -7.2% | -5.4% |
| 7D | +3.8% | +26.3% | -22.4% | -8.0% |
| 30D | -26.2% | -5.7% | -20.5% | -25.1% |
| 3M | -49.7% | -24.5% | -25.3% | -42.4% |
| 6M | -46.5% | -3.0% | -43.4% | -39.5% |
| YTD | -59.1% | -1.6% | -57.6% | -59.0% |
| 1Y | -25.8% | +8.8% | -34.6% | -34.1% |
| All | -25.8% | +8.1% | -33.9% | -34.1% |
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