-77.2%
ENPH vs IRM
+190.5%
-267.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.0% |
| 7D | +3.4% | +3.0% | +0.4% | +1.5% |
| 30D | -10.3% | -5.2% | -5.0% | -7.4% |
| 3M | -31.4% | -8.0% | -23.3% | -28.0% |
| 6M | -10.1% | +9.2% | -19.3% | -14.9% |
| YTD | +14.6% | +41.0% | -26.4% | -8.0% |
| 1Y | -3.2% | +23.3% | -26.5% | -15.8% |
| 3Y | -69.5% | +102.8% | -172.3% | -82.8% |
| 5Y | -77.2% | +192.8% | -270.0% | -90.3% |
| All | -77.2% | +190.5% | -267.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 5y: compounded portfolio wealth divided by compounded IRM 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…
5y analysis · Full analysis span regression · 6 months rolling