+36.4%
BP vs ENPH
-68.2%
+104.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.8% | -4.3% | +2.2% |
| 7D | +0.9% | +9.3% | -8.3% | +0.6% |
| 30D | +9.1% | -7.3% | +16.4% | +9.4% |
| 3M | +3.9% | -31.7% | +35.6% | +5.4% |
| 6M | +13.6% | -3.5% | +17.1% | +12.6% |
| YTD | +34.0% | +21.2% | +12.9% | +30.1% |
| 1Y | +39.2% | +0.1% | +39.1% | +36.4% |
| 3Y | +36.4% | -67.7% | +104.1% | +42.2% |
| All | +36.4% | -68.2% | +104.6% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling