+522.1%
BBY vs ENPH
+389.6%
+132.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +4.0% | -0.9% |
| 7D | +1.2% | +3.4% | -2.2% | +0.8% |
| 30D | +6.8% | -10.3% | +17.1% | +7.9% |
| 3M | +18.7% | -31.4% | +50.1% | +22.9% |
| 6M | +37.3% | -10.1% | +47.4% | +36.0% |
| YTD | +35.3% | +14.6% | +20.7% | +29.4% |
| 1Y | +20.7% | -3.2% | +23.9% | +17.0% |
| 3Y | +39.4% | -69.5% | +108.9% | +46.5% |
| 5Y | -1.5% | -77.2% | +75.8% | +3.4% |
| 10Y | +239.8% | +1,940.0% | -1,700.2% | +135.4% |
| All | +522.1% | +389.6% | +132.5% | +361.5% |
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