-75.9%
ENPH vs IOVA
-63.0%
-12.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.0% | +7.8% | +6.9% |
| 7D | +9.3% | +5.1% | +4.2% | +8.4% |
| 30D | -7.3% | +37.2% | -44.5% | -12.1% |
| 3M | -31.7% | +117.5% | -149.2% | -41.2% |
| 6M | -3.5% | +69.6% | -73.1% | -14.5% |
| YTD | +21.2% | +218.7% | -197.5% | -5.1% |
| 1Y | +0.1% | +265.5% | -265.5% | -24.8% |
| 3Y | -67.7% | +46.2% | -113.9% | -75.7% |
| All | -75.9% | -63.0% | -12.9% | -79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling