+21.9%
TRV vs ENPH
-7.2%
+29.1%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.8% | +0.1% |
| 7D | +0.2% | +3.4% | -3.2% | +0.3% |
| 30D | -2.3% | -10.3% | +7.9% | -2.7% |
| 3M | +22.7% | -31.4% | +54.1% | +21.7% |
| 6M | +21.9% | -10.1% | +32.1% | +18.3% |
| All | +21.9% | -7.2% | +29.1% | +18.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling