+395.5%
ENPH vs IBN
+449.5%
-54.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -2.4% | +1.4% | -3.8% | -3.0% |
| 30D | -6.6% | -0.3% | -6.3% | -6.6% |
| 3M | -46.8% | +17.1% | -63.9% | -50.4% |
| 6M | -14.7% | +3.4% | -18.1% | -16.1% |
| YTD | +13.5% | +2.5% | +10.9% | +12.2% |
| 1Y | -0.4% | -4.2% | +3.7% | +0.8% |
| 3Y | -71.7% | +32.4% | -104.1% | -75.5% |
| 5Y | -79.1% | +59.2% | -138.3% | -83.2% |
| 10Y | +1,898.4% | +345.7% | +1,552.7% | +886.6% |
| All | +395.5% | +449.5% | -54.0% | +83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling