+224.0%
IONQ vs ENPH
-84.5%
+308.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | +0.8% |
| 7D | +16.7% | -9.1% | +25.8% | +20.7% |
| 30D | -12.3% | -15.8% | +3.5% | -7.5% |
| 3M | -17.7% | -32.5% | +14.7% | -6.3% |
| 6M | -28.9% | -24.2% | -4.8% | -22.5% |
| YTD | -22.0% | -13.8% | -8.3% | -23.2% |
| 1Y | -36.8% | -15.8% | -21.0% | -37.1% |
| 3Y | +228.2% | -64.6% | +292.8% | +270.0% |
| 5Y | +91.9% | -88.1% | +180.0% | +233.1% |
| All | +224.0% | -84.5% | +308.5% | +413.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling