+59.6%
TXN vs ENPH
-77.1%
+136.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.4% | +5.2% | +4.0% |
| 7D | +4.0% | -0.1% | +4.0% | +3.9% |
| 30D | -2.9% | -10.8% | +8.0% | -1.1% |
| 3M | -9.1% | -33.8% | +24.7% | -3.1% |
| 6M | +36.6% | -16.1% | +52.8% | +38.4% |
| YTD | +57.5% | +13.4% | +44.1% | +49.1% |
| 1Y | +49.5% | -2.6% | +52.1% | +44.3% |
| 3Y | +76.5% | -70.3% | +146.8% | +94.3% |
| All | +59.6% | -77.1% | +136.7% | +82.9% |
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