+2,876.9%
TQQQ vs ENPH
+1,908.3%
+968.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +3.9% | +3.0% |
| 7D | -1.9% | -0.1% | -1.9% | -2.1% |
| 30D | -4.9% | -10.8% | +6.0% | -1.6% |
| 3M | -6.4% | -33.8% | +27.4% | +6.4% |
| 6M | +44.4% | -16.1% | +60.5% | +49.1% |
| YTD | +35.2% | +13.4% | +21.8% | +22.0% |
| 1Y | +49.5% | -2.6% | +52.1% | +40.3% |
| 3Y | +250.7% | -70.3% | +321.0% | +322.0% |
| 5Y | +104.7% | -77.0% | +181.7% | +168.0% |
| All | +2,876.9% | +1,908.3% | +968.6% | +1,774.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling