+8.8%
ENPH vs BRO
-3.6%
+12.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.5% | -0.7% | +4.5% |
| 7D | +26.3% | +12.4% | +13.8% | +29.1% |
| 30D | -5.7% | +21.6% | -27.3% | -0.7% |
| 3M | -24.5% | +4.3% | -28.8% | -24.6% |
| 6M | -3.0% | +29.2% | -32.2% | +2.4% |
| YTD | -1.6% | -6.4% | +4.8% | +3.9% |
| 1Y | +8.8% | -5.3% | +14.1% | +15.9% |
| All | +8.8% | -3.6% | +12.3% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling