-25.1%
TGT vs ENPH
-77.1%
+52.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.4% | +0.2% |
| 7D | -5.2% | -0.1% | -5.2% | -5.3% |
| 30D | +1.2% | -10.8% | +12.0% | +2.4% |
| 3M | +18.4% | -33.8% | +52.2% | +23.3% |
| 6M | +33.4% | -16.1% | +49.6% | +33.0% |
| YTD | +63.8% | +13.4% | +50.4% | +54.9% |
| 1Y | +77.2% | -2.6% | +79.8% | +70.0% |
| 3Y | +41.8% | -70.3% | +112.0% | +50.1% |
| All | -25.1% | -77.1% | +52.0% | -21.1% |
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 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