+191.0%
IONQ vs ENPH
-65.0%
+256.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.7% | +25.1% | +23.8% |
| 7D | +8.6% | +11.0% | -2.4% | +6.0% |
| 30D | -21.1% | -15.0% | -6.1% | -18.4% |
| 3M | -17.9% | -28.2% | +10.4% | -11.9% |
| 6M | -37.9% | -20.5% | -17.5% | -33.4% |
| YTD | -27.3% | -11.2% | -16.1% | -24.4% |
| 1Y | -43.2% | -8.7% | -34.5% | -41.2% |
| 3Y | +191.0% | -63.6% | +254.6% | +193.3% |
| All | +191.0% | -65.0% | +256.0% | +193.3% |
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