+397.7%
BAC vs ENPH
+1,928.7%
-1,531.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.9% | +0.9% |
| 7D | +0.6% | +3.4% | -2.8% | +0.3% |
| 30D | -1.4% | -10.3% | +8.9% | -0.6% |
| 3M | +15.7% | -31.4% | +47.1% | +18.7% |
| 6M | +32.2% | -10.1% | +42.3% | +31.2% |
| YTD | +15.8% | +14.6% | +1.2% | +11.7% |
| 1Y | +27.3% | -3.2% | +30.5% | +24.1% |
| 3Y | +137.5% | -69.5% | +206.9% | +146.1% |
| 5Y | +73.1% | -77.2% | +150.3% | +78.6% |
| 10Y | +397.7% | +1,940.0% | -1,542.3% | +305.6% |
| All | +397.7% | +1,928.7% | -1,531.0% | +305.6% |
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