+43.9%
BNY vs ENPH
+8.1%
+35.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.4% | +2.1% |
| 7D | +2.8% | +26.3% | -23.5% | +1.6% |
| 30D | +6.7% | -5.7% | +12.4% | +6.8% |
| 3M | -2.2% | -24.5% | +22.3% | -1.1% |
| 6M | +16.8% | -3.0% | +19.8% | +13.9% |
| YTD | +33.9% | -1.6% | +35.4% | +29.0% |
| 1Y | +43.9% | +8.8% | +35.2% | +36.7% |
| All | +43.9% | +8.1% | +35.8% | +36.7% |
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