-64.0%
ENPH vs IOVA
+107.4%
-171.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -10.3% | -7.0% | -3.3% | -9.5% |
| 30D | -10.1% | -44.4% | +34.3% | -4.9% |
| 3M | -33.1% | +24.7% | -57.8% | -37.1% |
| 6M | -24.8% | +118.6% | -143.5% | -35.9% |
| YTD | -11.7% | +196.3% | -208.0% | -29.8% |
| 1Y | -8.2% | +205.3% | -213.5% | -27.8% |
| All | -64.0% | +107.4% | -171.4% | -78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling