-76.2%
ENPH vs BUD
+45.2%
-121.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.5% | +7.1% |
| 7D | +9.3% | +0.8% | +8.5% | +8.8% |
| 30D | -7.3% | -4.8% | -2.4% | -5.1% |
| 3M | -31.7% | +1.4% | -33.1% | -32.9% |
| 6M | -3.5% | +9.9% | -13.3% | -8.7% |
| YTD | +21.2% | +26.3% | -5.2% | +6.2% |
| 1Y | +0.1% | +36.1% | -36.1% | -15.9% |
| 3Y | -67.7% | +48.6% | -116.3% | -74.1% |
| 5Y | -76.2% | +45.0% | -121.2% | -81.4% |
| All | -76.2% | +45.2% | -121.4% | -81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling