-9.8%
ENPH vs BAM
-1.2%
-8.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | -8.4% | -2.7% | -5.7% | -6.2% |
| 30D | -11.2% | +15.5% | -26.7% | -21.5% |
| 3M | -36.1% | -6.9% | -29.2% | -31.9% |
| 6M | -37.9% | +9.9% | -47.8% | -43.7% |
| YTD | -18.7% | +1.4% | -20.0% | -24.0% |
| 1Y | -9.8% | +3.3% | -13.1% | -17.0% |
| All | -9.8% | -1.2% | -8.6% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling