+96.7%
TFC vs ENPH
-68.2%
+164.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.8% | -8.9% | -2.7% |
| 7D | +2.2% | +9.3% | -7.0% | +1.4% |
| 30D | -2.5% | -7.3% | +4.8% | -1.9% |
| 3M | +4.5% | -31.7% | +36.3% | +7.6% |
| 6M | +11.0% | -3.5% | +14.5% | +9.4% |
| YTD | +5.9% | +21.2% | -15.3% | +1.2% |
| 1Y | +14.6% | +0.1% | +14.5% | +11.1% |
| 3Y | +96.7% | -67.7% | +164.4% | +111.1% |
| All | +96.7% | -68.2% | +164.9% | +111.1% |
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 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