+23.7%
IP vs ENPH
+2,435.8%
-2,412.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.8% | -0.8% |
| 7D | 0.0% | -9.1% | +9.2% | +0.7% |
| 30D | +9.4% | -15.8% | +25.1% | +10.4% |
| 3M | -14.1% | -32.5% | +18.4% | -11.9% |
| 6M | +9.2% | -24.2% | +33.3% | +10.1% |
| YTD | -7.5% | -13.8% | +6.2% | -8.3% |
| 1Y | -2.8% | -15.8% | +13.0% | -3.5% |
| 3Y | +21.2% | -64.6% | +85.8% | +23.7% |
| 5Y | -11.5% | -88.1% | +76.6% | -5.7% |
| 10Y | +23.7% | +2,367.9% | -2,344.2% | +2.2% |
| All | +23.7% | +2,435.8% | -2,412.1% | +2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling