-46.7%
TOST vs ENPH
-74.7%
+27.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.8% | -8.7% | -3.5% |
| 7D | -0.9% | +9.3% | -10.2% | -3.0% |
| 30D | -3.5% | -7.3% | +3.8% | -2.0% |
| 3M | +38.1% | -31.7% | +69.9% | +48.9% |
| 6M | +9.9% | -3.5% | +13.4% | +3.9% |
| YTD | -6.3% | +21.2% | -27.4% | -19.7% |
| 1Y | -18.3% | +0.1% | -18.4% | -26.6% |
| 3Y | +59.7% | -67.7% | +127.4% | +75.8% |
| All | -46.7% | -74.7% | +27.9% | -41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling