+1,052.7%
TXN vs ENPH
+389.6%
+663.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.4% | +6.5% | +1.6% |
| 7D | +2.7% | +3.4% | -0.7% | +2.2% |
| 30D | -6.7% | -10.3% | +3.5% | -5.7% |
| 3M | -8.9% | -31.4% | +22.5% | -5.3% |
| 6M | +34.7% | -10.1% | +44.8% | +34.9% |
| YTD | +53.3% | +14.6% | +38.7% | +47.9% |
| 1Y | +45.0% | -3.2% | +48.3% | +41.9% |
| 3Y | +73.1% | -69.5% | +142.6% | +83.5% |
| 5Y | +59.9% | -77.2% | +137.2% | +69.6% |
| 10Y | +415.7% | +1,940.0% | -1,524.3% | +264.6% |
| All | +1,052.7% | +389.6% | +663.1% | +720.8% |
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