+285.6%
ENPH vs IBB
+450.2%
-164.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +1.9% |
| 7D | -10.3% | -1.4% | -8.9% | -8.9% |
| 30D | -10.1% | +6.8% | -16.9% | -16.4% |
| 3M | -33.1% | +9.2% | -42.3% | -39.7% |
| 6M | -24.8% | +28.3% | -53.2% | -43.1% |
| YTD | -11.7% | +29.4% | -41.1% | -33.6% |
| 1Y | -8.2% | +33.2% | -41.4% | -33.1% |
| 3Y | -63.7% | +90.2% | -153.9% | -81.4% |
| 5Y | -88.7% | +44.0% | -132.7% | -92.0% |
| 10Y | +2,382.5% | +133.1% | +2,249.4% | +1,138.9% |
| All | +285.6% | +450.2% | -164.6% | -27.8% |
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