-64.6%
ENPH vs IONS
-40.7%
-23.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -9.1% | +4.1% | -3.4% |
| 7D | -9.1% | -30.3% | +21.1% | -3.9% |
| 30D | -15.8% | -37.7% | +22.0% | -9.2% |
| 3M | -32.5% | -50.5% | +18.0% | -24.1% |
| 6M | -24.2% | -62.8% | +38.6% | -11.4% |
| YTD | -13.8% | -64.4% | +50.6% | +2.2% |
| 1Y | -15.8% | -59.5% | +43.6% | -3.5% |
| 3Y | -64.6% | -39.2% | -25.4% | -67.1% |
| All | -64.6% | -40.7% | -23.8% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling