+214.5%
BAC vs ENPH
+2,188.9%
-1,974.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.1% |
| 7D | +1.5% | -7.6% | +9.1% | +2.1% |
| 30D | -6.4% | -16.4% | +10.0% | -5.2% |
| 3M | -21.7% | -34.3% | +12.6% | -19.2% |
| 6M | +0.5% | -28.5% | +29.0% | +1.6% |
| YTD | -6.7% | -16.4% | +9.8% | -8.0% |
| 1Y | -4.7% | -12.8% | +8.1% | -6.4% |
| 3Y | +96.1% | -65.7% | +161.7% | +100.5% |
| 5Y | +21.7% | -89.4% | +111.1% | +34.1% |
| All | +214.5% | +2,188.9% | -1,974.4% | +148.1% |
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