Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • NBIS vs ENPH✓SelectedUSD · ENPHNBIS vs ENPH performance historyLatest closeAs of-5.09%09/10
Stock and ETF performance explorer

NBIS vs ENPH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+1,040.6%
ENPH return
-59.5%
Excess return
+1,100.0%
Maximum drawdown
-58.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 3y.

Portfolio and benchmark returns by period
PeriodPortfolioENPHExcessAlpha
1D-5.1%+0.4%-5.5%-5.2%
7D+8.3%+1.5%+6.8%+7.9%
30D+18.1%-12.9%+30.9%+21.8%
3M+7.8%-27.1%+34.9%+15.7%
6M+136.6%-15.4%+152.0%+143.7%
YTD+172.5%+15.0%+157.5%+160.0%
1Y+144.3%-0.7%+145.0%+139.5%
All+1,040.6%-59.5%+1,100.0%+1,184.7%

Cumulative growth

Daily Returns

Daily percentage return beside ENPH.

Daily Out/Under-Performance

Portfolio return minus ENPH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ENPH 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 3y: compounded portfolio wealth divided by compounded ENPH 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…

3y analysis · Full analysis span regression · 6 months rolling