+1,947.8%
ENPH vs DOV
+296.6%
+1,651.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +2.1% |
| 7D | +1.5% | -1.9% | +3.5% | +3.2% |
| 30D | -12.9% | -9.9% | -3.0% | -5.1% |
| 3M | -27.1% | -12.1% | -15.0% | -19.2% |
| 6M | -15.4% | -10.4% | -5.0% | -8.0% |
| YTD | +15.0% | -3.3% | +18.3% | +19.0% |
| 1Y | -0.7% | +7.8% | -8.5% | -6.4% |
| 3Y | -69.3% | +36.3% | -105.7% | -76.9% |
| 5Y | -76.7% | +14.8% | -91.5% | -79.8% |
| All | +1,947.8% | +296.6% | +1,651.2% | +569.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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