+66.9%
BROS vs ENPH
-70.0%
+136.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.4% | +3.4% | -1.6% |
| 7D | -6.6% | +3.4% | -10.0% | -6.9% |
| 30D | -12.3% | -10.3% | -2.1% | -11.6% |
| 3M | -22.2% | -31.4% | +9.2% | -20.1% |
| 6M | -14.3% | -10.1% | -4.1% | -15.0% |
| YTD | -26.6% | +14.6% | -41.1% | -29.2% |
| 1Y | -31.5% | -3.2% | -28.3% | -33.4% |
| All | +66.9% | -70.0% | +136.9% | +65.4% |
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