-0.4%
ENPH vs IOVA
+299.5%
-300.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.1% |
| 7D | -2.4% | +9.7% | -12.1% | -3.1% |
| 30D | -6.6% | +102.5% | -109.2% | -12.7% |
| 3M | -46.8% | +100.7% | -147.5% | -50.4% |
| 6M | -14.7% | +106.3% | -121.1% | -21.6% |
| YTD | +13.5% | +222.0% | -208.5% | -0.2% |
| 1Y | -0.4% | +299.5% | -300.0% | -12.6% |
| All | -0.4% | +299.5% | -300.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 1y: compounded portfolio wealth divided by compounded IOVA 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…
1y analysis · Full analysis span regression · 6 months rolling