-7.5%
IGV vs ENPH
+8.1%
-15.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.7% |
| 7D | -7.5% | +26.3% | -33.7% | -8.7% |
| 30D | -5.6% | -5.7% | +0.1% | -5.4% |
| 3M | +1.5% | -24.5% | +26.0% | +3.0% |
| 6M | +17.1% | -3.0% | +20.2% | +16.4% |
| YTD | -2.0% | -1.6% | -0.4% | -5.1% |
| 1Y | -7.5% | +8.8% | -16.3% | -12.5% |
| All | -7.5% | +8.1% | -15.6% | -12.5% |
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