-67.7%
ENPH vs BN
+79.0%
-146.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.6% | +9.3% | +8.7% |
| 7D | +9.3% | -1.2% | +10.4% | +10.1% |
| 30D | -7.3% | -10.9% | +3.7% | +1.1% |
| 3M | -31.7% | -11.1% | -20.7% | -25.6% |
| 6M | -3.5% | -4.4% | +0.9% | -0.3% |
| YTD | +21.2% | -14.1% | +35.3% | +35.6% |
| 1Y | +0.1% | -11.1% | +11.1% | +9.7% |
| 3Y | -67.7% | +75.6% | -143.3% | -82.8% |
| All | -67.7% | +79.0% | -146.7% | -82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling