+66.7%
IBIT vs ENPH
-66.6%
+133.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.8% | -8.6% | -2.5% |
| 7D | +1.4% | +9.3% | -7.8% | +0.6% |
| 30D | +20.6% | -7.3% | +27.9% | +21.4% |
| 3M | +23.7% | -31.7% | +55.4% | +27.5% |
| 6M | +15.0% | -3.5% | +18.5% | +13.5% |
| YTD | -10.6% | +21.2% | -31.7% | -13.8% |
| 1Y | -30.3% | +0.1% | -30.4% | -31.9% |
| All | +66.7% | -66.6% | +133.3% | +73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling