-77.2%
ENPH vs BN
+33.2%
-110.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.9% | -3.5% | -3.9% |
| 7D | +3.4% | -3.0% | +6.4% | +5.7% |
| 30D | -10.3% | -13.0% | +2.7% | 0.0% |
| 3M | -31.4% | -15.2% | -16.1% | -22.0% |
| 6M | -10.1% | -5.9% | -4.2% | -5.9% |
| YTD | +14.6% | -15.8% | +30.4% | +30.8% |
| 1Y | -3.2% | -12.2% | +9.0% | +7.4% |
| 3Y | -69.5% | +72.2% | -141.7% | -81.4% |
| 5Y | -77.2% | +33.2% | -110.4% | -83.0% |
| All | -77.2% | +33.2% | -110.4% | -83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling