+510.3%
IQV vs ENPH
+392.9%
+117.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.6% | -0.4% |
| 7D | -2.6% | +3.4% | -6.0% | -2.9% |
| 30D | +6.2% | -10.3% | +16.5% | +7.1% |
| 3M | +38.0% | -31.4% | +69.4% | +41.8% |
| 6M | +43.9% | -10.1% | +54.1% | +42.2% |
| YTD | +14.0% | +14.6% | -0.6% | +9.0% |
| 1Y | +35.5% | -3.2% | +38.7% | +31.2% |
| 3Y | +20.3% | -69.5% | +89.8% | +25.1% |
| 5Y | -1.6% | -77.2% | +75.6% | +2.5% |
| 10Y | +233.4% | +1,940.0% | -1,706.6% | +162.6% |
| All | +510.3% | +392.9% | +117.4% | +406.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 ENPH 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