+27.0%
BROS vs ENPH
-76.8%
+103.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -6.7% | -2.4% | -4.3% | -6.3% |
| 30D | -29.1% | -6.6% | -22.4% | -28.4% |
| 3M | -16.7% | -46.8% | +30.1% | -8.2% |
| 6M | -11.6% | -14.7% | +3.1% | -12.4% |
| YTD | -23.9% | +13.5% | -37.4% | -30.0% |
| 1Y | -34.8% | -0.4% | -34.4% | -39.0% |
| 3Y | +62.1% | -71.7% | +133.8% | +79.2% |
| All | +27.0% | -76.8% | +103.8% | +56.8% |
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 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