+395.5%
ENPH vs BEN
+49.7%
+345.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.5% | -3.4% | -2.0% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | -6.6% | -0.5% | -6.1% | -6.5% |
| 3M | -46.8% | +9.7% | -56.5% | -49.8% |
| 6M | -14.7% | +33.9% | -48.6% | -29.3% |
| YTD | +13.5% | +49.0% | -35.5% | -11.2% |
| 1Y | -0.4% | +42.1% | -42.5% | -20.0% |
| 3Y | -71.7% | +51.9% | -123.6% | -78.6% |
| 5Y | -79.1% | +39.0% | -118.1% | -83.6% |
| 10Y | +1,898.4% | +57.9% | +1,840.5% | +1,082.5% |
| All | +395.5% | +49.7% | +345.8% | +184.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling