-69.9%
ENPH vs BEN
+53.1%
-123.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.3% |
| 7D | +3.4% | +3.4% | 0.0% | +0.9% |
| 30D | -10.3% | +1.8% | -12.1% | -11.5% |
| 3M | -31.4% | +8.4% | -39.7% | -35.4% |
| 6M | -10.1% | +35.6% | -45.8% | -28.1% |
| YTD | +14.6% | +46.4% | -31.8% | -11.7% |
| 1Y | -3.2% | +46.3% | -49.5% | -25.5% |
| All | -69.9% | +53.1% | -123.0% | -78.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling