+133.2%
BP vs ENPH
+247.6%
-114.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.5% | +1.1% |
| 7D | +3.8% | -8.4% | +12.2% | +4.4% |
| 30D | -5.3% | -11.2% | +5.9% | -4.8% |
| 3M | +9.3% | -36.1% | +45.3% | +12.3% |
| 6M | +7.2% | -37.9% | +45.2% | +9.3% |
| YTD | +38.0% | -18.7% | +56.7% | +36.2% |
| 1Y | +33.2% | -9.8% | +43.0% | +30.2% |
| 3Y | +50.3% | -66.8% | +117.1% | +53.4% |
| 5Y | +114.1% | -89.6% | +203.7% | +132.4% |
| 10Y | +140.7% | +2,186.8% | -2,046.1% | +67.6% |
| All | +133.2% | +247.6% | -114.4% | +66.6% |
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