-27.7%
TOST vs ENPH
-89.7%
+62.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.1% | +4.1% |
| 7D | 0.0% | -8.4% | +8.5% | +2.0% |
| 30D | +16.2% | -11.2% | +27.4% | +18.6% |
| 3M | -1.5% | -36.1% | +34.5% | +8.2% |
| 6M | +55.3% | -37.9% | +93.2% | +64.4% |
| YTD | -2.3% | -18.7% | +16.3% | -9.4% |
| 1Y | -5.5% | -9.8% | +4.3% | -15.3% |
| 3Y | +151.1% | -66.8% | +217.9% | +147.6% |
| All | -27.7% | -89.7% | +62.0% | +13.7% |
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