+141.1%
BP vs ENPH
-77.5%
+218.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.4% | +7.2% | +2.0% |
| 7D | +4.0% | +3.4% | +0.6% | +3.8% |
| 30D | +7.8% | -10.3% | +18.1% | +8.3% |
| 3M | +8.4% | -31.4% | +39.7% | +10.1% |
| 6M | +15.1% | -10.1% | +25.2% | +14.3% |
| YTD | +36.4% | +14.6% | +21.8% | +32.6% |
| 1Y | +40.9% | -3.2% | +44.1% | +38.0% |
| 3Y | +38.8% | -69.5% | +108.3% | +43.2% |
| 5Y | +141.1% | -77.2% | +218.3% | +162.1% |
| All | +141.1% | -77.5% | +218.6% | +162.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling