+28.1%
BA vs ENPH
+2,696.2%
-2,668.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -1.7% | +4.1% | -5.8% | -2.3% |
| 30D | -9.5% | -11.4% | +1.9% | -8.4% |
| 3M | -26.5% | -30.5% | +4.1% | -23.3% |
| 6M | -27.4% | -20.2% | -7.2% | -27.0% |
| YTD | -20.6% | -9.3% | -11.3% | -22.9% |
| 1Y | -11.4% | -3.8% | -7.7% | -14.8% |
| 3Y | -10.8% | -61.5% | +50.7% | -8.6% |
| 5Y | -21.9% | -87.9% | +65.9% | -10.4% |
| 10Y | +28.1% | +2,519.8% | -2,491.7% | -4.0% |
| All | +28.1% | +2,696.2% | -2,668.0% | -4.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling