+8.8%
ENPH vs BTG
+24.4%
-15.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.7% | -5.0% | +1.1% |
| 7D | +26.3% | -0.2% | +26.4% | +26.0% |
| 30D | -5.7% | -0.8% | -4.9% | -5.9% |
| 3M | -24.5% | +31.8% | -56.3% | -32.5% |
| 6M | -3.0% | +20.4% | -23.5% | -11.7% |
| YTD | -1.6% | +14.7% | -16.3% | -8.4% |
| 1Y | +8.8% | +29.4% | -20.6% | -5.0% |
| All | +8.8% | +24.4% | -15.6% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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