+246.7%
BA vs ENPH
+384.9%
-138.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.2% | -2.4% | +3.5% | +1.4% |
| 30D | -11.6% | -6.6% | -5.0% | -11.1% |
| 3M | -2.4% | -46.8% | +44.4% | +3.6% |
| 6M | -6.6% | -14.7% | +8.1% | -6.7% |
| YTD | -2.2% | +13.5% | -15.7% | -6.2% |
| 1Y | -8.0% | -0.4% | -7.6% | -10.9% |
| 3Y | -5.0% | -71.7% | +66.8% | +0.6% |
| 5Y | -2.7% | -79.1% | +76.4% | +2.7% |
| 10Y | +75.9% | +1,898.4% | -1,822.5% | +26.1% |
| All | +246.7% | +384.9% | -138.2% | +152.2% |
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 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