+246.5%
BBY vs ENPH
+1,908.3%
-1,661.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.2% |
| 7D | +0.6% | -0.1% | +0.6% | +0.5% |
| 30D | +9.4% | -10.8% | +20.2% | +10.8% |
| 3M | +19.3% | -33.8% | +53.2% | +24.7% |
| 6M | +47.9% | -16.1% | +64.0% | +47.5% |
| YTD | +39.6% | +13.4% | +26.1% | +32.4% |
| 1Y | +22.2% | -2.6% | +24.8% | +17.6% |
| 3Y | +45.0% | -70.3% | +115.2% | +53.9% |
| 5Y | +2.6% | -77.0% | +79.6% | +8.2% |
| All | +246.5% | +1,908.3% | -1,661.7% | +166.2% |
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 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