-65.9%
ENPH vs BB
+154.0%
-219.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.0% | -2.4% | -4.4% |
| 7D | -7.6% | +9.0% | -16.5% | -10.1% |
| 30D | -16.4% | +7.7% | -24.1% | -18.8% |
| 3M | -34.3% | +4.0% | -38.3% | -36.0% |
| 6M | -28.5% | +46.6% | -75.2% | -37.6% |
| YTD | -16.4% | +140.6% | -157.1% | -38.4% |
| 1Y | -12.8% | +103.1% | -115.9% | -32.4% |
| All | -65.9% | +154.0% | -219.9% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling