+285.6%
ENPH vs BUD
+61.6%
+223.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.6% |
| 7D | -10.3% | +0.5% | -10.8% | -10.7% |
| 30D | -10.1% | +7.4% | -17.5% | -13.8% |
| 3M | -33.1% | +4.3% | -37.4% | -35.0% |
| 6M | -24.8% | +5.3% | -30.1% | -27.9% |
| YTD | -11.7% | +33.2% | -44.9% | -26.0% |
| 1Y | -8.2% | +31.8% | -40.0% | -22.8% |
| 3Y | -63.7% | +47.8% | -111.5% | -71.6% |
| 5Y | -88.7% | +50.2% | -138.9% | -91.5% |
| 10Y | +2,382.5% | -4.8% | +2,387.3% | +1,954.4% |
| All | +285.6% | +61.6% | +223.9% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling