-23.0%
TNA vs ENPH
-77.1%
+54.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.7% |
| 7D | -7.3% | -0.1% | -7.2% | -7.4% |
| 30D | -14.2% | -10.8% | -3.3% | -10.1% |
| 3M | -4.6% | -33.8% | +29.3% | +12.3% |
| 6M | +36.9% | -16.1% | +53.1% | +39.6% |
| YTD | +42.5% | +13.4% | +29.1% | +19.7% |
| 1Y | +45.8% | -2.6% | +48.4% | +30.1% |
| 3Y | +104.7% | -70.3% | +174.9% | +180.5% |
| All | -23.0% | -77.1% | +54.1% | +16.8% |
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 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