-13.6%
IP vs ENPH
-89.7%
+76.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.7% | +4.1% | +1.7% |
| 7D | -0.3% | -8.4% | +8.1% | +0.5% |
| 30D | +7.9% | -11.2% | +19.1% | +8.7% |
| 3M | -15.3% | -36.1% | +20.8% | -12.2% |
| 6M | +10.5% | -37.9% | +48.4% | +13.7% |
| YTD | -9.4% | -18.7% | +9.3% | -10.0% |
| 1Y | -4.6% | -9.8% | +5.2% | -6.2% |
| 3Y | +21.2% | -66.8% | +88.1% | +24.3% |
| All | -13.6% | -89.7% | +76.1% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling