+2,367.9%
ENPH vs IBB
+130.8%
+2,237.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -3.7% |
| 7D | -9.1% | +0.8% | -9.9% | -9.8% |
| 30D | -15.8% | +5.2% | -20.9% | -21.1% |
| 3M | -32.5% | +8.6% | -41.0% | -39.8% |
| 6M | -24.2% | +27.8% | -52.0% | -44.9% |
| YTD | -13.8% | +28.8% | -42.6% | -38.0% |
| 1Y | -15.8% | +36.4% | -52.2% | -43.8% |
| 3Y | -64.6% | +89.3% | -153.9% | -84.0% |
| 5Y | -88.1% | +43.3% | -131.3% | -92.2% |
| 10Y | +2,367.9% | +130.6% | +2,237.2% | +1,054.0% |
| All | +2,367.9% | +130.8% | +2,237.1% | +1,054.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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