-66.8%
ENPH vs ROIV
+357.5%
-424.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.2% |
| 7D | -8.4% | +1.7% | -10.1% | -9.0% |
| 30D | -11.2% | +17.6% | -28.8% | -17.0% |
| 3M | -36.1% | +9.0% | -45.0% | -38.9% |
| 6M | -37.9% | +35.3% | -73.2% | -46.0% |
| YTD | -18.7% | +82.2% | -100.8% | -38.4% |
| 1Y | -9.8% | +92.3% | -102.1% | -33.8% |
| 3Y | -66.8% | +336.8% | -403.6% | -84.4% |
| All | -66.8% | +357.5% | -424.3% | -84.4% |
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