-9.8%
ENPH vs BBWI
+0.1%
-10.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.5% | -4.1% | -3.0% |
| 7D | -8.4% | +0.1% | -8.6% | -8.4% |
| 30D | -11.2% | +12.9% | -24.1% | -13.4% |
| 3M | -36.1% | +16.0% | -52.1% | -38.5% |
| 6M | -37.9% | +16.6% | -54.5% | -41.0% |
| YTD | -18.7% | +9.7% | -28.4% | -21.2% |
| 1Y | -9.8% | +1.5% | -11.3% | -12.3% |
| All | -9.8% | +0.1% | -10.0% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling