+1,227.8%
BE vs ENPH
-77.5%
+1,305.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.4% | +2.6% | -0.5% |
| 7D | +23.9% | +3.4% | +20.6% | +22.3% |
| 30D | +27.8% | -10.3% | +38.1% | +33.7% |
| 3M | +3.7% | -31.4% | +35.1% | +23.3% |
| 6M | +78.0% | -10.1% | +88.1% | +82.7% |
| YTD | +209.9% | +14.6% | +195.3% | +165.4% |
| 1Y | +389.6% | -3.2% | +392.8% | +347.8% |
| 3Y | +1,730.6% | -69.5% | +1,800.0% | +2,465.6% |
| 5Y | +1,227.8% | -77.2% | +1,305.1% | +1,927.2% |
| All | +1,227.8% | -77.5% | +1,305.3% | +1,927.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling