-23.4%
BITO vs ENPH
+8.1%
-31.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.7% | -0.8% | +2.5% |
| 7D | -1.9% | +26.3% | -28.2% | -4.2% |
| 30D | -6.7% | -5.7% | -1.1% | -6.4% |
| 3M | +23.1% | -24.5% | +47.5% | +26.0% |
| 6M | -2.0% | -3.0% | +1.0% | -4.7% |
| YTD | -11.4% | -1.6% | -9.8% | -15.1% |
| 1Y | -23.4% | +8.8% | -32.1% | -29.5% |
| All | -23.4% | +8.1% | -31.5% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling