+13.8%
IP vs ENPH
-64.4%
+78.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -8.2% | +4.2% | -3.2% |
| 7D | -5.0% | +12.0% | -17.0% | -6.1% |
| 30D | +6.5% | -14.6% | +21.1% | +7.8% |
| 3M | -18.0% | -25.6% | +7.6% | -16.0% |
| 6M | +10.3% | -19.6% | +29.9% | +10.8% |
| YTD | -9.9% | -9.6% | -0.3% | -11.5% |
| 1Y | -1.1% | -10.0% | +9.0% | -3.0% |
| All | +13.8% | -64.4% | +78.3% | +9.2% |
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 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