-66.8%
ENPH vs IAG
+663.0%
-729.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.7% | -2.9% |
| 7D | -8.4% | -7.7% | -0.8% | -7.0% |
| 30D | -11.2% | +1.6% | -12.8% | -11.7% |
| 3M | -36.1% | -2.4% | -33.6% | -36.1% |
| 6M | -37.9% | -7.8% | -30.1% | -37.8% |
| YTD | -18.7% | +5.0% | -23.7% | -21.4% |
| 1Y | -9.8% | +25.7% | -35.5% | -15.8% |
| 3Y | -66.8% | +694.5% | -761.3% | -82.1% |
| All | -66.8% | +663.0% | -729.8% | -82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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