+23.9%
IP vs ENPH
-71.4%
+95.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -5.3% | -2.4% | -2.9% | -5.0% |
| 30D | -10.9% | -6.6% | -4.2% | -10.3% |
| 3M | +11.2% | -46.8% | +58.0% | +17.5% |
| 6M | -10.2% | -14.7% | +4.5% | -10.2% |
| YTD | -2.0% | +13.5% | -15.5% | -5.6% |
| 1Y | -19.1% | -0.4% | -18.7% | -21.4% |
| All | +23.9% | -71.4% | +95.3% | +29.8% |
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 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