-67.7%
ENPH vs IBB
+64.8%
-132.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.2% | +8.9% | +9.0% |
| 7D | +9.3% | -1.7% | +10.9% | +10.9% |
| 30D | -7.3% | +4.9% | -12.1% | -12.5% |
| 3M | -31.7% | +24.2% | -56.0% | -47.2% |
| 6M | -3.5% | +23.8% | -27.3% | -25.5% |
| YTD | +21.2% | +23.0% | -1.8% | -5.6% |
| 1Y | +0.1% | +46.2% | -46.1% | -37.0% |
| 3Y | -67.7% | +64.8% | -132.5% | -83.9% |
| All | -67.7% | +64.8% | -132.5% | -83.9% |
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