+22.6%
IEFA vs ENPH
-1.9%
+24.5%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | +0.6% | -2.4% | +2.9% | +0.7% |
| 30D | +1.0% | -6.6% | +7.7% | +1.4% |
| 3M | +4.7% | -46.8% | +51.5% | +8.4% |
| 6M | +8.6% | -14.7% | +23.3% | +8.6% |
| YTD | +14.8% | +13.5% | +1.4% | +12.4% |
| 1Y | +22.6% | -0.4% | +23.0% | +20.3% |
| All | +22.6% | -1.9% | +24.5% | +20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling