+30.3%
BND vs ENPH
+389.6%
-359.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | -0.2% |
| 7D | -0.1% | +3.4% | -3.5% | -0.2% |
| 30D | -0.2% | -10.3% | +10.0% | -0.2% |
| 3M | -0.7% | -31.4% | +30.7% | -0.5% |
| 6M | -1.7% | -10.1% | +8.5% | -1.7% |
| YTD | -0.5% | +14.6% | -15.1% | -0.7% |
| 1Y | +0.4% | -3.2% | +3.6% | +0.2% |
| 3Y | +13.1% | -69.5% | +82.6% | +13.3% |
| 5Y | -2.1% | -77.2% | +75.2% | -1.8% |
| 10Y | +15.7% | +1,940.0% | -1,924.3% | +17.2% |
| All | +30.3% | +389.6% | -359.3% | +31.9% |
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