-9.8%
ENPH vs BN
-11.7%
+1.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -1.1% |
| 7D | -8.4% | -1.0% | -7.4% | -7.5% |
| 30D | -11.2% | +14.0% | -25.1% | -21.7% |
| 3M | -36.1% | -9.0% | -27.1% | -30.1% |
| 6M | -37.9% | -8.8% | -29.1% | -32.3% |
| YTD | -18.7% | -10.3% | -8.4% | -11.7% |
| 1Y | -9.8% | -5.8% | -4.0% | -7.3% |
| All | -9.8% | -11.7% | +1.8% | -7.3% |
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