+2,186.8%
ENPH vs BBWI
-47.4%
+2,234.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.1% |
| 7D | -8.4% | +0.1% | -8.6% | -8.4% |
| 30D | -11.2% | +12.9% | -24.1% | -14.6% |
| 3M | -36.1% | +16.0% | -52.1% | -39.9% |
| 6M | -37.9% | +16.6% | -54.5% | -42.2% |
| YTD | -18.7% | +9.7% | -28.4% | -23.7% |
| 1Y | -9.8% | +1.5% | -11.3% | -14.8% |
| 3Y | -66.8% | -21.4% | -45.5% | -67.7% |
| 5Y | -89.6% | -67.6% | -22.1% | -87.0% |
| All | +2,186.8% | -47.4% | +2,234.3% | +1,831.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling