-61.5%
ENPH vs IBB
+86.3%
-147.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.6% | -0.5% |
| 7D | +4.1% | +2.7% | +1.4% | +1.7% |
| 30D | -11.4% | +6.3% | -17.7% | -16.9% |
| 3M | -30.5% | +11.1% | -41.6% | -38.4% |
| 6M | -20.2% | +29.2% | -49.4% | -40.6% |
| YTD | -9.3% | +30.2% | -39.5% | -33.1% |
| 1Y | -3.8% | +39.5% | -43.3% | -34.9% |
| 3Y | -61.5% | +92.3% | -153.9% | -86.7% |
| All | -61.5% | +86.3% | -147.9% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling