+395.5%
ENPH vs IBB
+434.4%
-38.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.0% | +1.1% |
| 7D | -2.4% | +1.4% | -3.8% | -3.8% |
| 30D | -6.6% | +10.5% | -17.1% | -15.9% |
| 3M | -46.8% | +23.6% | -70.5% | -57.5% |
| 6M | -14.7% | +22.6% | -37.4% | -31.6% |
| YTD | +13.5% | +25.7% | -12.2% | -11.2% |
| 1Y | -0.4% | +51.4% | -51.8% | -35.7% |
| 3Y | -71.7% | +64.4% | -136.1% | -82.9% |
| 5Y | -79.1% | +22.1% | -101.2% | -82.7% |
| 10Y | +1,898.4% | +132.5% | +1,765.9% | +898.6% |
| All | +395.5% | +434.4% | -38.9% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling