+712.5%
NVT vs ENPH
+631.3%
+81.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.2% |
| 7D | +2.0% | +1.5% | +0.5% | +1.8% |
| 30D | -7.2% | -12.9% | +5.7% | -5.6% |
| 3M | -0.9% | -27.1% | +26.2% | +2.9% |
| 6M | +42.6% | -15.4% | +58.0% | +44.0% |
| YTD | +52.9% | +15.0% | +37.9% | +47.1% |
| 1Y | +64.5% | -0.7% | +65.2% | +60.4% |
| 3Y | +178.0% | -69.3% | +247.3% | +196.1% |
| 5Y | +402.8% | -76.7% | +479.5% | +428.7% |
| All | +712.5% | +631.3% | +81.1% | +477.5% |
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