+1,919.4%
ENPH vs BR
+189.7%
+1,729.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -0.1% | -3.0% | +2.9% | +1.8% |
| 30D | -10.8% | -0.3% | -10.5% | -11.0% |
| 3M | -33.8% | +17.3% | -51.1% | -41.6% |
| 6M | -16.1% | -6.7% | -9.4% | -14.5% |
| YTD | +13.4% | -23.4% | +36.9% | +32.4% |
| 1Y | -2.6% | -32.7% | +30.1% | +25.5% |
| 3Y | -70.3% | -5.9% | -64.3% | -71.3% |
| 5Y | -77.0% | +8.4% | -85.5% | -80.4% |
| All | +1,919.4% | +189.7% | +1,729.8% | +803.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling