+8.8%
ENPH vs BN
-3.9%
+12.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.1% | -2.3% | -1.9% |
| 7D | +26.3% | +12.0% | +14.3% | +13.3% |
| 30D | -5.7% | +17.0% | -22.7% | -19.1% |
| 3M | -24.5% | -3.2% | -21.2% | -22.2% |
| 6M | -3.0% | -3.9% | +0.8% | +0.1% |
| YTD | -1.6% | -5.6% | +4.0% | +2.5% |
| 1Y | +8.8% | -4.7% | +13.5% | +12.1% |
| All | +8.8% | -3.9% | +12.7% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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