+66.3%
IBIT vs ENPH
-68.4%
+134.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | +0.3% |
| 7D | +1.1% | +3.4% | -2.2% | +0.8% |
| 30D | +22.2% | -10.3% | +32.5% | +23.4% |
| 3M | +26.0% | -31.4% | +57.4% | +29.9% |
| 6M | +13.2% | -10.1% | +23.3% | +12.5% |
| YTD | -10.8% | +14.6% | -25.4% | -13.6% |
| 1Y | -29.9% | -3.2% | -26.7% | -31.4% |
| All | +66.3% | -68.4% | +134.7% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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