-0.4%
ENPH vs BTG
+38.4%
-38.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | -6.6% | +36.8% | -43.5% | -16.0% |
| 3M | -46.8% | +23.1% | -69.9% | -50.4% |
| 6M | -14.7% | +3.5% | -18.2% | -16.7% |
| YTD | +13.5% | +25.5% | -12.0% | +4.4% |
| 1Y | -0.4% | +40.1% | -40.5% | -11.3% |
| All | -0.4% | +38.4% | -38.8% | -11.3% |
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