+751.1%
TRV vs ENPH
+389.6%
+361.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.8% | +0.5% |
| 7D | +0.2% | +3.4% | -3.2% | +0.1% |
| 30D | -2.3% | -10.3% | +7.9% | -2.0% |
| 3M | +22.7% | -31.4% | +54.1% | +24.1% |
| 6M | +21.9% | -10.1% | +32.1% | +21.4% |
| YTD | +27.5% | +14.6% | +12.9% | +25.4% |
| 1Y | +36.2% | -3.2% | +39.5% | +34.6% |
| 3Y | +140.6% | -69.5% | +210.1% | +143.9% |
| 5Y | +154.5% | -77.2% | +231.8% | +156.4% |
| 10Y | +295.4% | +1,940.0% | -1,644.6% | +230.0% |
| All | +751.1% | +389.6% | +361.5% | +616.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling