+1,947.8%
ENPH vs BAH
+207.1%
+1,740.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.8% | -4.4% | -1.2% |
| 7D | +1.5% | +2.4% | -0.9% | +0.6% |
| 30D | -12.9% | -2.9% | -9.9% | -12.0% |
| 3M | -27.1% | -1.3% | -25.8% | -27.3% |
| 6M | -15.4% | -0.9% | -14.5% | -17.1% |
| YTD | +15.0% | -8.2% | +23.2% | +14.6% |
| 1Y | -0.7% | -24.0% | +23.3% | +6.4% |
| 3Y | -69.3% | -28.1% | -41.2% | -69.0% |
| 5Y | -76.7% | +2.5% | -79.2% | -80.5% |
| All | +1,947.8% | +207.1% | +1,740.7% | +672.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling