+23.1%
IGV vs ENPH
-77.1%
+100.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | -2.9% | -0.1% | -2.9% | -3.0% |
| 30D | -1.5% | -10.8% | +9.3% | -0.1% |
| 3M | +11.7% | -33.8% | +45.5% | +17.2% |
| 6M | +18.4% | -16.1% | +34.6% | +18.2% |
| YTD | -3.9% | +13.4% | -17.3% | -9.9% |
| 1Y | -9.7% | -2.6% | -7.1% | -13.8% |
| 3Y | +38.4% | -70.3% | +108.7% | +49.4% |
| All | +23.1% | -77.1% | +100.3% | +30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling