-53.1%
TE vs ENPH
+15.2%
-68.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.0% | +1.1% |
| 7D | +0.2% | -0.1% | +0.3% | +0.3% |
| 30D | -5.9% | -10.8% | +4.9% | -2.2% |
| 3M | -45.6% | -33.8% | -11.7% | -37.3% |
| 6M | -43.4% | -16.1% | -27.2% | -39.4% |
| YTD | -31.0% | +13.4% | -44.4% | -34.5% |
| 1Y | +145.2% | -2.6% | +147.8% | +145.7% |
| 3Y | -24.1% | -70.3% | +46.2% | -1.5% |
| 5Y | -48.1% | -77.0% | +28.9% | -27.9% |
| All | -53.1% | +15.2% | -68.2% | -35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling