+2,186.8%
ENPH vs BWA
+94.2%
+2,092.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.5% |
| 7D | -8.4% | +4.3% | -12.7% | -10.5% |
| 30D | -11.2% | -13.0% | +1.8% | -4.5% |
| 3M | -36.1% | -24.8% | -11.3% | -26.0% |
| 6M | -37.9% | -23.5% | -14.4% | -28.2% |
| YTD | -18.7% | +13.8% | -32.5% | -25.3% |
| 1Y | -9.8% | +13.4% | -23.3% | -17.1% |
| 3Y | -66.8% | +62.8% | -129.6% | -75.1% |
| 5Y | -89.6% | +28.5% | -118.1% | -91.5% |
| All | +2,186.8% | +94.2% | +2,092.6% | +1,084.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling