+1,940.0%
ENPH vs IBB
+122.2%
+1,817.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -4.5% |
| 7D | +3.4% | -3.9% | +7.3% | +7.8% |
| 30D | -10.3% | +2.7% | -13.0% | -13.4% |
| 3M | -31.4% | +21.4% | -52.7% | -45.4% |
| 6M | -10.1% | +20.1% | -30.2% | -28.0% |
| YTD | +14.6% | +21.9% | -7.3% | -9.7% |
| 1Y | -3.2% | +44.1% | -47.3% | -37.1% |
| 3Y | -69.5% | +63.4% | -132.8% | -82.6% |
| 5Y | -77.2% | +19.8% | -97.0% | -81.4% |
| 10Y | +1,940.0% | +127.0% | +1,813.0% | +1,063.1% |
| All | +1,940.0% | +122.2% | +1,817.8% | +1,063.1% |
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