+400.3%
ENPH vs NVMI
+4,086.5%
-3,686.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.6% | -5.0% |
| 7D | +3.4% | +6.9% | -3.6% | -0.1% |
| 30D | -10.3% | -2.8% | -7.4% | -9.2% |
| 3M | -31.4% | -27.3% | -4.0% | -20.1% |
| 6M | -10.1% | -13.7% | +3.5% | -3.6% |
| YTD | +14.6% | +13.8% | +0.7% | +4.8% |
| 1Y | -3.2% | +34.9% | -38.1% | -19.6% |
| 3Y | -69.5% | +213.5% | -283.0% | -86.6% |
| 5Y | -77.2% | +272.5% | -349.7% | -91.2% |
| 10Y | +1,940.0% | +3,142.4% | -1,202.4% | +181.8% |
| All | +400.3% | +4,086.5% | -3,686.2% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 all: compounded portfolio wealth divided by compounded NVMI 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…
all analysis · Full analysis span regression · 6 months rolling