-38.3%
BAX vs ENPH
+1,936.5%
-1,974.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.2% | -0.9% |
| 7D | -5.4% | +1.5% | -7.0% | -5.5% |
| 30D | -12.4% | -12.9% | +0.5% | -11.8% |
| 3M | +19.1% | -27.1% | +46.2% | +20.7% |
| 6M | +38.6% | -15.4% | +54.1% | +38.5% |
| YTD | +26.7% | +15.0% | +11.7% | +24.4% |
| 1Y | +1.0% | -0.7% | +1.7% | -0.4% |
| 3Y | -33.9% | -69.3% | +35.5% | -32.8% |
| 5Y | -67.0% | -76.7% | +9.7% | -66.6% |
| All | -38.3% | +1,936.5% | -1,974.8% | -46.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling