+750.3%
BAC vs ENPH
+384.9%
+365.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | +1.1% | -2.4% | +3.5% | +1.3% |
| 30D | -0.4% | -6.6% | +6.2% | +0.1% |
| 3M | +16.9% | -46.8% | +63.7% | +22.4% |
| 6M | +26.6% | -14.7% | +41.4% | +26.3% |
| YTD | +15.8% | +13.5% | +2.3% | +11.8% |
| 1Y | +27.2% | -0.4% | +27.6% | +23.6% |
| 3Y | +132.4% | -71.7% | +204.2% | +142.7% |
| 5Y | +72.6% | -79.1% | +151.7% | +79.2% |
| 10Y | +389.7% | +1,898.4% | -1,508.6% | +222.3% |
| All | +750.3% | +384.9% | +365.4% | +460.3% |
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