+395.5%
ENPH vs BN
+652.3%
-256.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.4% |
| 7D | -2.4% | -2.5% | +0.1% | -0.5% |
| 30D | -6.6% | -9.5% | +2.9% | +0.8% |
| 3M | -46.8% | -10.4% | -36.4% | -42.2% |
| 6M | -14.7% | -6.4% | -8.4% | -10.4% |
| YTD | +13.5% | -11.9% | +25.3% | +25.1% |
| 1Y | -0.4% | -8.6% | +8.2% | +7.1% |
| 3Y | -71.7% | +77.6% | -149.3% | -82.5% |
| 5Y | -79.1% | +37.0% | -116.1% | -84.3% |
| 10Y | +1,898.4% | +266.4% | +1,632.0% | +535.1% |
| All | +395.5% | +652.3% | -256.8% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling