+2,382.5%
ENPH vs IONS
-29.6%
+2,412.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.2% |
| 7D | -10.3% | -29.4% | +19.1% | -1.0% |
| 30D | -10.1% | -35.1% | +25.0% | +1.4% |
| 3M | -33.1% | -48.9% | +15.8% | -18.9% |
| 6M | -24.8% | -62.4% | +37.6% | -1.6% |
| YTD | -11.7% | -64.2% | +52.5% | +17.6% |
| 1Y | -8.2% | -60.9% | +52.7% | +18.4% |
| 3Y | -63.7% | -38.9% | -24.8% | -62.5% |
| 5Y | -88.7% | -15.6% | -73.1% | -90.0% |
| 10Y | +2,382.5% | -33.5% | +2,415.9% | +2,280.6% |
| All | +2,382.5% | -29.6% | +2,412.1% | +2,280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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