+56.5%
TEL vs ENPH
-77.1%
+133.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +5.0% | +3.8% |
| 7D | +1.6% | -0.1% | +1.6% | +1.5% |
| 30D | -0.7% | -10.8% | +10.2% | +0.6% |
| 3M | +2.4% | -33.8% | +36.3% | +7.2% |
| 6M | +4.1% | -16.1% | +20.3% | +4.5% |
| YTD | -5.8% | +13.4% | -19.2% | -10.6% |
| 1Y | +0.9% | -2.6% | +3.5% | -2.7% |
| 3Y | +72.6% | -70.3% | +142.9% | +88.0% |
| All | +56.5% | -77.1% | +133.7% | +74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling