-77.3%
ENPH vs BTG
+78.0%
-155.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.5% |
| 7D | -0.1% | -3.8% | +3.7% | +0.9% |
| 30D | -10.8% | +3.6% | -14.5% | -12.0% |
| 3M | -33.8% | +32.0% | -65.8% | -39.9% |
| 6M | -16.1% | +3.4% | -19.5% | -18.7% |
| YTD | +13.4% | +20.8% | -7.4% | +4.9% |
| 1Y | -2.6% | +22.4% | -25.0% | -11.2% |
| 3Y | -70.3% | +91.7% | -162.0% | -77.0% |
| All | -77.3% | +78.0% | -155.3% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling