+38.8%
IGV vs ENPH
-66.2%
+105.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | -0.1% |
| 7D | +2.3% | -8.4% | +10.8% | +2.9% |
| 30D | -6.0% | -11.2% | +5.2% | -5.4% |
| 3M | -4.8% | -36.1% | +31.3% | -2.3% |
| 6M | +14.2% | -37.9% | +52.2% | +16.5% |
| YTD | -4.2% | -18.7% | +14.4% | -4.8% |
| 1Y | -5.3% | -9.8% | +4.6% | -6.5% |
| 3Y | +38.8% | -66.8% | +105.6% | +38.3% |
| All | +38.8% | -66.2% | +105.0% | +38.3% |
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