-76.2%
ENPH vs IBB
+20.0%
-96.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -2.2% | +8.9% | +9.4% |
| 7D | +9.3% | -1.7% | +10.9% | +11.2% |
| 30D | -7.3% | +4.9% | -12.1% | -13.2% |
| 3M | -31.7% | +24.2% | -56.0% | -48.7% |
| 6M | -3.5% | +23.8% | -27.3% | -27.7% |
| YTD | +21.2% | +23.0% | -1.8% | -8.3% |
| 1Y | +0.1% | +46.2% | -46.1% | -39.8% |
| 3Y | -67.7% | +64.8% | -132.5% | -83.4% |
| 5Y | -76.2% | +20.9% | -97.1% | -83.6% |
| All | -76.2% | +20.0% | -96.2% | -83.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling