+1,947.8%
ENPH vs IOVA
+3.8%
+1,944.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.4% | +3.8% | +1.1% |
| 7D | +1.5% | -6.4% | +8.0% | +2.9% |
| 30D | -12.9% | +25.4% | -38.3% | -17.3% |
| 3M | -27.1% | +115.3% | -142.5% | -39.9% |
| 6M | -15.4% | +56.5% | -72.0% | -26.6% |
| YTD | +15.0% | +198.2% | -183.2% | -15.0% |
| 1Y | -0.7% | +242.0% | -242.7% | -30.3% |
| 3Y | -69.3% | +36.8% | -106.1% | -78.7% |
| 5Y | -76.7% | -64.3% | -12.5% | -80.5% |
| All | +1,947.8% | +3.8% | +1,944.0% | +1,060.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling