+29.2%
TPR vs ENPH
-14.0%
+43.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.4% | +4.8% | -0.2% |
| 7D | -1.1% | -7.6% | +6.4% | -0.7% |
| 30D | +15.1% | -16.4% | +31.5% | +15.8% |
| 3M | -13.4% | -34.3% | +20.9% | -11.7% |
| 6M | +1.4% | -28.5% | +29.9% | +1.1% |
| YTD | +4.8% | -16.4% | +21.2% | -0.6% |
| 1Y | +29.2% | -12.8% | +42.0% | +21.0% |
| All | +29.2% | -14.0% | +43.2% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling