-70.2%
ENPH vs ROIV
+201.4%
-271.6%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.3% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -6.6% | +1.0% | -7.6% | -6.9% |
| 3M | -46.8% | +18.3% | -65.1% | -49.5% |
| 6M | -14.7% | +18.3% | -33.1% | -19.6% |
| YTD | +13.5% | +61.0% | -47.5% | -3.4% |
| 1Y | -0.4% | +177.9% | -178.3% | -29.5% |
| All | -70.2% | +201.4% | -271.6% | -80.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling