-88.4%
ENPH vs BAM
+78.0%
-166.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.1% |
| 30D | -6.6% | -2.9% | -3.7% | -4.9% |
| 3M | -46.8% | +9.4% | -56.2% | -49.9% |
| 6M | -14.7% | +10.8% | -25.5% | -20.5% |
| YTD | +13.5% | -0.4% | +13.9% | +13.0% |
| 1Y | -0.4% | -10.9% | +10.5% | +5.4% |
| 3Y | -71.7% | +61.3% | -133.0% | -81.2% |
| All | -88.4% | +78.0% | -166.4% | -92.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling