+396.0%
TPR vs ENPH
-66.2%
+462.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.5% | +0.1% |
| 7D | -0.3% | -8.4% | +8.1% | +0.7% |
| 30D | +15.1% | -11.2% | +26.3% | +16.1% |
| 3M | +3.5% | -36.1% | +39.6% | +8.2% |
| 6M | +0.4% | -37.9% | +38.4% | +3.4% |
| YTD | +4.6% | -18.7% | +23.3% | +1.2% |
| 1Y | +33.1% | -9.8% | +42.9% | +26.6% |
| 3Y | +396.0% | -66.8% | +462.8% | +384.5% |
| All | +396.0% | -66.2% | +462.2% | +384.5% |
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