+265.9%
IONQ vs ENPH
-79.6%
+345.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.8% | -2.4% | +3.2% | +1.7% |
| 30D | -1.0% | -6.6% | +5.6% | +1.5% |
| 3M | -39.8% | -46.8% | +7.0% | -25.1% |
| 6M | +6.4% | -14.7% | +21.2% | +10.9% |
| YTD | -11.9% | +13.5% | -25.4% | -20.6% |
| 1Y | -6.2% | -0.4% | -5.7% | -12.8% |
| 3Y | +125.7% | -71.7% | +197.4% | +197.8% |
| 5Y | +296.0% | -79.1% | +375.1% | +479.5% |
| All | +265.9% | -79.6% | +345.6% | +431.3% |
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 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