+2,367.9%
ENPH vs IWD
+203.8%
+2,164.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -9.1% | +1.6% | -10.7% | -10.9% |
| 30D | -15.8% | +3.6% | -19.3% | -19.7% |
| 3M | -32.5% | +2.0% | -34.5% | -34.2% |
| 6M | -24.2% | +13.1% | -37.2% | -35.6% |
| YTD | -13.8% | +26.2% | -40.0% | -36.7% |
| 1Y | -15.8% | +29.6% | -45.4% | -40.4% |
| 3Y | -64.6% | +84.3% | -148.9% | -84.3% |
| 5Y | -88.1% | +73.4% | -161.5% | -94.0% |
| 10Y | +2,367.9% | +202.4% | +2,165.4% | +568.1% |
| All | +2,367.9% | +203.8% | +2,164.1% | +568.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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