-0.7%
ENPH vs BEN
+43.6%
-44.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +1.5% |
| 7D | +1.5% | +0.3% | +1.2% | +1.2% |
| 30D | -12.9% | +0.9% | -13.8% | -13.7% |
| 3M | -27.1% | +9.2% | -36.3% | -33.1% |
| 6M | -15.4% | +36.8% | -52.2% | -36.7% |
| YTD | +15.0% | +44.4% | -29.4% | -12.9% |
| 1Y | -0.7% | +45.8% | -46.5% | -27.8% |
| All | -0.7% | +43.6% | -44.3% | -27.8% |
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