-12.8%
ENPH vs IOVA
+189.0%
-201.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.7% | +0.3% | -5.0% |
| 7D | -7.6% | -1.4% | -6.1% | -7.5% |
| 30D | -16.4% | -47.4% | +31.0% | -14.1% |
| 3M | -34.3% | +13.2% | -47.5% | -36.2% |
| 6M | -28.5% | +114.3% | -142.9% | -33.6% |
| YTD | -16.4% | +179.5% | -195.9% | -23.5% |
| 1Y | -12.8% | +200.4% | -213.2% | -20.6% |
| All | -12.8% | +189.0% | -201.8% | -20.6% |
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