-11.8%
BA vs ENPH
-12.0%
+0.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.7% |
| 7D | +1.1% | +11.0% | -9.9% | 0.0% |
| 30D | -7.9% | -15.0% | +7.1% | -6.8% |
| 3M | -25.3% | -28.2% | +2.9% | -23.4% |
| 6M | -24.6% | -20.5% | -4.1% | -24.7% |
| YTD | -20.1% | -11.2% | -9.0% | -22.7% |
| 1Y | -11.8% | -8.7% | -3.1% | -15.4% |
| All | -11.8% | -12.0% | +0.3% | -15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling