+2,186.8%
ENPH vs IBN
+385.6%
+1,801.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.0% | -2.8% |
| 7D | -8.4% | +1.9% | -10.3% | -9.2% |
| 30D | -11.2% | +22.1% | -33.3% | -18.5% |
| 3M | -36.1% | +17.1% | -53.2% | -40.4% |
| 6M | -37.9% | +35.5% | -73.5% | -45.6% |
| YTD | -18.7% | +16.8% | -35.5% | -24.1% |
| 1Y | -9.8% | +12.4% | -22.2% | -14.5% |
| 3Y | -66.8% | +58.0% | -124.9% | -73.3% |
| 5Y | -89.6% | +73.7% | -163.4% | -92.0% |
| All | +2,186.8% | +385.6% | +1,801.3% | +1,239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling