-2.6%
ENPH vs IBN
-5.9%
+3.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.3% |
| 7D | -0.1% | -3.0% | +2.9% | +1.4% |
| 30D | -10.8% | -1.5% | -9.3% | -10.4% |
| 3M | -33.8% | +7.9% | -41.7% | -37.1% |
| 6M | -16.1% | +8.6% | -24.8% | -21.2% |
| YTD | +13.4% | -0.6% | +14.0% | +13.0% |
| 1Y | -2.6% | -7.3% | +4.7% | -4.2% |
| All | -2.6% | -5.9% | +3.3% | -4.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling