+151.1%
TOST vs ENPH
-66.2%
+217.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.1% | +3.7% |
| 7D | 0.0% | -8.4% | +8.5% | +0.8% |
| 30D | +16.2% | -11.2% | +27.4% | +17.2% |
| 3M | -1.5% | -36.1% | +34.5% | +2.2% |
| 6M | +55.3% | -37.9% | +93.2% | +58.8% |
| YTD | -2.3% | -18.7% | +16.3% | -5.3% |
| 1Y | -5.5% | -9.8% | +4.3% | -9.8% |
| 3Y | +151.1% | -66.8% | +217.9% | +134.3% |
| All | +151.1% | -66.2% | +217.3% | +134.3% |
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