-77.2%
ENPH vs BB
-25.5%
-51.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.9% |
| 7D | +3.4% | +1.8% | +1.5% | +2.8% |
| 30D | -10.3% | -12.2% | +2.0% | -5.9% |
| 3M | -31.4% | -12.3% | -19.0% | -29.0% |
| 6M | -10.1% | +122.7% | -132.8% | -35.4% |
| YTD | +14.6% | +104.5% | -89.9% | -14.8% |
| 1Y | -3.2% | +106.7% | -109.9% | -29.0% |
| 3Y | -69.5% | +70.0% | -139.4% | -78.5% |
| 5Y | -77.2% | -27.8% | -49.5% | -77.9% |
| All | -77.2% | -25.5% | -51.8% | -77.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling