-33.2%
BROS vs ENPH
-4.2%
-29.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | -6.1% | +1.5% | -7.6% | -6.2% |
| 30D | -12.4% | -12.9% | +0.5% | -11.2% |
| 3M | -27.9% | -27.1% | -0.8% | -25.9% |
| 6M | -16.8% | -15.4% | -1.4% | -17.8% |
| YTD | -29.0% | +15.0% | -44.1% | -35.1% |
| 1Y | -33.2% | -0.7% | -32.5% | -39.8% |
| All | -33.2% | -4.2% | -29.0% | -39.8% |
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