+58.9%
IBIT vs ENPH
-75.0%
+133.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.5% |
| 7D | -2.4% | +4.1% | -6.5% | -2.7% |
| 30D | -9.1% | -11.4% | +2.3% | -8.3% |
| 3M | +15.0% | -30.5% | +45.5% | +18.5% |
| 6M | -6.9% | -20.2% | +13.3% | -6.5% |
| YTD | -14.8% | -9.3% | -5.5% | -15.8% |
| 1Y | -28.1% | -3.8% | -24.4% | -29.5% |
| All | +58.9% | -75.0% | +133.9% | +69.3% |
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