+56.0%
IWF vs ENPH
-89.7%
+145.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.5% | -0.8% |
| 7D | +2.8% | -8.4% | +11.2% | +3.9% |
| 30D | -7.5% | -11.2% | +3.6% | -6.6% |
| 3M | -8.5% | -36.1% | +27.6% | -4.0% |
| 6M | -7.4% | -37.9% | +30.5% | -3.8% |
| YTD | -2.6% | -18.7% | +16.0% | -4.0% |
| 1Y | -1.8% | -9.8% | +8.0% | -4.6% |
| 3Y | +65.5% | -66.8% | +132.3% | +69.6% |
| All | +56.0% | -89.7% | +145.7% | +91.0% |
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