-69.9%
ENPH vs BHP
+81.6%
-151.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.3% | -5.7% | -5.7% |
| 7D | +3.4% | +0.9% | +2.5% | +2.7% |
| 30D | -10.3% | +4.0% | -14.3% | -13.4% |
| 3M | -31.4% | +11.3% | -42.6% | -37.5% |
| 6M | -10.1% | +29.3% | -39.5% | -27.0% |
| YTD | +14.6% | +59.2% | -44.6% | -22.4% |
| 1Y | -3.2% | +80.8% | -84.1% | -41.5% |
| All | -69.9% | +81.6% | -151.6% | -82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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