-70.3%
ENPH vs NVS
+54.2%
-124.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | -0.1% | -14.3% | +14.2% | +5.4% |
| 30D | -10.8% | -10.0% | -0.9% | -8.8% |
| 3M | -33.8% | -10.9% | -22.9% | -32.6% |
| 6M | -16.1% | -12.0% | -4.2% | -13.8% |
| YTD | +13.4% | +2.5% | +10.9% | +4.4% |
| 1Y | -2.6% | +10.7% | -13.3% | -15.6% |
| 3Y | -70.3% | +53.3% | -123.6% | -79.0% |
| All | -70.3% | +54.2% | -124.5% | -79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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