+1,022.8%
NBIS vs ENPH
-60.0%
+1,082.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.2% |
| 7D | -0.8% | -0.1% | -0.8% | -0.8% |
| 30D | -13.4% | -10.8% | -2.5% | -10.9% |
| 3M | +1.0% | -33.8% | +34.9% | +10.8% |
| 6M | +100.5% | -16.1% | +116.6% | +107.1% |
| YTD | +168.3% | +13.4% | +154.8% | +156.9% |
| 1Y | +151.8% | -2.6% | +154.4% | +148.1% |
| All | +1,022.8% | -60.0% | +1,082.8% | +1,169.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling