+2,382.5%
ENPH vs BAH
+211.3%
+2,171.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.6% |
| 7D | -10.3% | -1.6% | -8.7% | -9.9% |
| 30D | -10.1% | +18.0% | -28.1% | -15.1% |
| 3M | -33.1% | +11.4% | -44.5% | -35.7% |
| 6M | -24.8% | +17.7% | -42.5% | -30.2% |
| YTD | -11.7% | +5.4% | -17.1% | -16.2% |
| 1Y | -8.2% | +2.8% | -11.0% | -12.2% |
| 3Y | -63.7% | -26.7% | -37.1% | -62.9% |
| 5Y | -88.7% | +8.1% | -96.8% | -90.6% |
| 10Y | +2,382.5% | +202.5% | +2,179.9% | +1,035.7% |
| All | +2,382.5% | +211.3% | +2,171.1% | +1,035.7% |
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