+934.0%
BE vs ENPH
+489.8%
+444.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.2% |
| 7D | +9.7% | +1.5% | +8.2% | +9.1% |
| 30D | +22.4% | -12.9% | +35.2% | +29.8% |
| 3M | +10.4% | -27.1% | +37.5% | +28.2% |
| 6M | +67.9% | -15.4% | +83.3% | +76.5% |
| YTD | +197.5% | +15.0% | +182.5% | +152.2% |
| 1Y | +310.6% | -0.7% | +311.3% | +268.4% |
| 3Y | +1,657.2% | -69.3% | +1,726.6% | +2,244.6% |
| 5Y | +1,218.2% | -76.7% | +1,294.9% | +1,844.2% |
| All | +934.0% | +489.8% | +444.2% | +449.2% |
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