+256.1%
TPR vs ENPH
-88.2%
+344.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.8% |
| 7D | +14.2% | +11.0% | +3.2% | +12.2% |
| 30D | +17.1% | -15.0% | +32.1% | +19.2% |
| 3M | -17.7% | -28.2% | +10.5% | -14.4% |
| 6M | -10.2% | -20.5% | +10.3% | -10.3% |
| YTD | +4.9% | -11.2% | +16.1% | +0.2% |
| 1Y | +36.1% | -8.7% | +44.8% | +29.1% |
| 3Y | +416.5% | -63.6% | +480.0% | +431.5% |
| All | +256.1% | -88.2% | +344.3% | +340.6% |
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