+14.8%
IP vs ENPH
-65.0%
+79.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.0% |
| 7D | -5.1% | +11.0% | -16.1% | -6.1% |
| 30D | +8.5% | -15.0% | +23.5% | +9.8% |
| 3M | -13.8% | -28.2% | +14.4% | -11.4% |
| 6M | +5.7% | -20.5% | +26.2% | +6.3% |
| YTD | -9.1% | -11.2% | +2.1% | -10.7% |
| 1Y | -0.8% | -8.7% | +7.8% | -3.0% |
| 3Y | +14.8% | -63.6% | +78.4% | +10.3% |
| All | +14.8% | -65.0% | +79.8% | +10.3% |
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 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