-72.7%
ENPH vs ROIV
+298.2%
-370.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -5.6% |
| 7D | +3.4% | +22.3% | -18.9% | -0.3% |
| 30D | -10.3% | +16.9% | -27.1% | -12.8% |
| 3M | -31.4% | +43.9% | -75.3% | -35.5% |
| 6M | -10.1% | +41.6% | -51.7% | -15.5% |
| YTD | +14.6% | +92.7% | -78.1% | +2.2% |
| 1Y | -3.2% | +210.2% | -213.4% | -19.9% |
| 3Y | -69.5% | +231.8% | -301.3% | -75.4% |
| 5Y | -77.2% | +319.8% | -397.0% | -83.3% |
| All | -72.7% | +298.2% | -370.9% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling