+145.0%
TT vs ENPH
-77.3%
+222.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.0% |
| 7D | +1.6% | +9.3% | -7.7% | +0.8% |
| 30D | -7.3% | -7.3% | 0.0% | -6.8% |
| 3M | -2.6% | -31.7% | +29.1% | +0.1% |
| 6M | +5.9% | -3.5% | +9.4% | +4.9% |
| YTD | +15.4% | +21.2% | -5.8% | +11.3% |
| 1Y | +8.2% | +0.1% | +8.2% | +5.7% |
| 3Y | +122.7% | -67.7% | +190.4% | +132.8% |
| 5Y | +145.0% | -76.2% | +221.2% | +161.2% |
| All | +145.0% | -77.3% | +222.3% | +161.2% |
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