+1,940.0%
ENPH vs IOVA
+7.5%
+1,932.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.8% |
| 7D | +3.4% | -2.2% | +5.6% | +3.9% |
| 30D | -10.3% | +31.7% | -42.0% | -15.6% |
| 3M | -31.4% | +117.3% | -148.6% | -43.5% |
| 6M | -10.1% | +55.8% | -66.0% | -21.9% |
| YTD | +14.6% | +208.8% | -194.2% | -15.9% |
| 1Y | -3.2% | +255.7% | -258.9% | -32.6% |
| 3Y | -69.5% | +41.7% | -111.1% | -78.9% |
| 5Y | -77.2% | -64.9% | -12.3% | -80.8% |
| All | +1,940.0% | +7.5% | +1,932.5% | +1,048.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling