-24.5%
TE vs ENPH
-69.9%
+45.3%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.1% | -6.9% |
| 7D | +0.9% | +1.5% | -0.6% | +0.3% |
| 30D | -16.3% | -12.9% | -3.4% | -10.3% |
| 3M | -40.8% | -27.1% | -13.6% | -30.4% |
| 6M | -42.6% | -15.4% | -27.2% | -37.2% |
| YTD | -31.4% | +15.0% | -46.4% | -38.0% |
| 1Y | +144.9% | -0.7% | +145.6% | +139.9% |
| All | -24.5% | -69.9% | +45.3% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling