+8.8%
ENPH vs BEN
+56.2%
-47.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | -0.5% |
| 7D | +26.3% | +6.7% | +19.5% | +19.1% |
| 30D | -5.7% | +3.0% | -8.7% | -8.3% |
| 3M | -24.5% | -4.3% | -20.1% | -21.4% |
| 6M | -3.0% | +16.4% | -19.4% | -16.2% |
| YTD | -1.6% | +46.8% | -48.3% | -28.6% |
| 1Y | +8.8% | +57.3% | -48.6% | -26.0% |
| All | +8.8% | +56.2% | -47.5% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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