-88.3%
ENPH vs BAM
+67.8%
-156.1%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.1% | -4.0% |
| 7D | +3.4% | -3.9% | +7.3% | +5.9% |
| 30D | -10.3% | -8.8% | -1.5% | -5.0% |
| 3M | -31.4% | +2.2% | -33.6% | -32.7% |
| 6M | -10.1% | +5.9% | -16.1% | -13.9% |
| YTD | +14.6% | -6.1% | +20.7% | +18.2% |
| 1Y | -3.2% | -11.6% | +8.4% | +3.3% |
| 3Y | -69.5% | +51.7% | -121.1% | -78.9% |
| All | -88.3% | +67.8% | -156.1% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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