+20.8%
TMUS vs ENPH
-62.5%
+83.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.1% | +2.0% | +4.2% |
| 7D | +5.3% | +4.1% | +1.2% | +5.5% |
| 30D | +13.5% | -11.4% | +24.9% | +13.3% |
| 3M | -4.2% | -30.5% | +26.3% | -4.8% |
| 6M | -11.9% | -20.2% | +8.3% | -12.2% |
| YTD | -15.6% | -9.3% | -6.3% | -15.8% |
| 1Y | -16.8% | -3.8% | -13.0% | -17.1% |
| 3Y | +20.8% | -61.5% | +82.3% | +20.8% |
| All | +20.8% | -62.5% | +83.3% | +20.8% |
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 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