+707.7%
BE vs ENPH
+328.5%
+379.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -1.2% |
| 7D | +20.5% | -7.6% | +28.1% | +25.1% |
| 30D | -23.4% | -16.4% | -7.0% | -18.0% |
| 3M | -14.9% | -34.3% | +19.5% | +1.5% |
| 6M | -28.1% | -28.5% | +0.5% | -18.3% |
| YTD | +132.4% | -16.4% | +148.8% | +124.6% |
| 1Y | +59.4% | -12.8% | +72.1% | +52.2% |
| 3Y | +1,815.8% | -65.7% | +1,881.5% | +2,244.6% |
| 5Y | +491.3% | -89.4% | +580.7% | +1,151.8% |
| All | +707.7% | +328.5% | +379.2% | +389.1% |
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