+264.9%
ENPH vs BB
-33.9%
+298.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.0% | -2.4% | -4.6% |
| 7D | -7.6% | +9.0% | -16.5% | -9.7% |
| 30D | -16.4% | +7.7% | -24.1% | -18.4% |
| 3M | -34.3% | +4.0% | -38.3% | -35.7% |
| 6M | -28.5% | +46.6% | -75.2% | -36.7% |
| YTD | -16.4% | +140.6% | -157.1% | -35.9% |
| 1Y | -12.8% | +103.1% | -115.9% | -30.3% |
| 3Y | -65.7% | +150.5% | -216.2% | -75.5% |
| 5Y | -89.4% | -15.4% | -74.0% | -90.4% |
| 10Y | +2,249.1% | +25.4% | +2,223.7% | +1,327.0% |
| All | +264.9% | -33.9% | +298.8% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling