+23.9%
BTI vs ENPH
+8.1%
+15.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +3.7% | -0.3% | +3.4% |
| 7D | +5.3% | +26.3% | -20.9% | +5.3% |
| 30D | +19.1% | -5.7% | +24.8% | +19.0% |
| 3M | +6.5% | -24.5% | +31.0% | +6.6% |
| 6M | +9.4% | -3.0% | +12.5% | +6.5% |
| YTD | +14.4% | -1.6% | +16.0% | +9.3% |
| 1Y | +23.9% | +8.8% | +15.1% | +16.3% |
| All | +23.9% | +8.1% | +15.8% | +16.3% |
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