+309.6%
IVV vs ENPH
+2,696.2%
-2,386.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.2% | +2.2% |
| 7D | +0.1% | +4.1% | -4.0% | -0.3% |
| 30D | -3.3% | -11.4% | +8.1% | -2.6% |
| 3M | -2.4% | -30.5% | +28.2% | +0.2% |
| 6M | +2.6% | -20.2% | +22.8% | +3.1% |
| YTD | +11.3% | -9.3% | +20.6% | +9.4% |
| 1Y | +13.4% | -3.8% | +17.2% | +10.8% |
| 3Y | +80.3% | -61.5% | +141.8% | +82.9% |
| 5Y | +72.7% | -87.9% | +160.6% | +88.0% |
| 10Y | +309.6% | +2,519.8% | -2,210.2% | +238.9% |
| All | +309.6% | +2,696.2% | -2,386.5% | +238.9% |
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 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