-3.2%
ENPH vs IWD
+28.3%
-31.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.9% | -4.0% |
| 7D | +3.4% | -1.2% | +4.6% | +6.3% |
| 30D | -10.3% | -1.6% | -8.6% | -6.5% |
| 3M | -31.4% | +7.0% | -38.4% | -42.9% |
| 6M | -10.1% | +17.0% | -27.1% | -38.2% |
| YTD | +14.6% | +21.6% | -7.1% | -27.6% |
| 1Y | -3.2% | +28.0% | -31.2% | -43.6% |
| All | -3.2% | +28.3% | -31.6% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling