-3.2%
ENPH vs BUD
+33.8%
-37.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.2% | -3.2% | -4.8% |
| 7D | +3.4% | -1.3% | +4.7% | +3.8% |
| 30D | -10.3% | -6.1% | -4.1% | -8.7% |
| 3M | -31.4% | -3.8% | -27.6% | -31.1% |
| 6M | -10.1% | +8.2% | -18.3% | -14.0% |
| YTD | +14.6% | +23.6% | -9.0% | +5.7% |
| 1Y | -3.2% | +33.4% | -36.6% | -9.8% |
| All | -3.2% | +33.8% | -37.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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