+668.0%
BE vs ENPH
+317.1%
+350.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.7% | -2.3% | -3.7% |
| 7D | +10.8% | -8.4% | +19.3% | +15.6% |
| 30D | -19.8% | -11.2% | -8.6% | -16.6% |
| 3M | -18.7% | -36.1% | +17.3% | -1.9% |
| 6M | -33.7% | -37.9% | +4.2% | -19.7% |
| YTD | +121.0% | -18.7% | +139.6% | +116.2% |
| 1Y | +85.4% | -9.8% | +95.2% | +73.6% |
| 3Y | +1,709.5% | -66.8% | +1,776.3% | +2,150.6% |
| 5Y | +462.2% | -89.6% | +551.8% | +1,105.0% |
| All | +668.0% | +317.1% | +350.8% | +370.8% |
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