+128.3%
BP vs ENPH
+277.3%
-149.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.4% |
| 7D | -0.8% | -10.3% | +9.5% | 0.0% |
| 30D | -3.1% | -10.1% | +7.0% | -2.7% |
| 3M | +6.2% | -33.1% | +39.3% | +8.8% |
| 6M | +4.8% | -24.8% | +29.6% | +5.3% |
| YTD | +35.2% | -11.7% | +46.9% | +32.6% |
| 1Y | +27.4% | -8.2% | +35.7% | +24.5% |
| 3Y | +49.8% | -63.7% | +113.5% | +51.9% |
| 5Y | +109.4% | -88.7% | +198.1% | +125.9% |
| 10Y | +135.7% | +2,382.5% | -2,246.8% | +63.2% |
| All | +128.3% | +277.3% | -149.0% | +62.2% |
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 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