+400.3%
ENPH vs BR
+824.8%
-424.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.2% |
| 7D | +3.4% | -5.0% | +8.4% | +7.1% |
| 30D | -10.3% | -2.5% | -7.8% | -9.0% |
| 3M | -31.4% | +13.5% | -44.9% | -38.9% |
| 6M | -10.1% | -9.4% | -0.7% | -6.5% |
| YTD | +14.6% | -23.3% | +37.9% | +34.4% |
| 1Y | -3.2% | -31.6% | +28.4% | +24.8% |
| 3Y | -69.5% | -5.1% | -64.4% | -70.9% |
| 5Y | -77.2% | +8.2% | -85.4% | -80.8% |
| 10Y | +1,940.0% | +189.8% | +1,750.2% | +549.9% |
| All | +400.3% | +824.8% | -424.6% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling