+36.3%
TRV vs ENPH
-2.4%
+38.7%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.1% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +1.7% | -10.8% | +12.5% | +1.7% |
| 3M | +23.9% | -33.8% | +57.7% | +24.0% |
| 6M | +26.3% | -16.1% | +42.4% | +25.0% |
| YTD | +30.8% | +13.4% | +17.4% | +28.9% |
| 1Y | +36.3% | -2.6% | +38.9% | +33.4% |
| All | +36.3% | -2.4% | +38.7% | +33.4% |
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