-55.6%
NVTS vs ENPH
-89.7%
+34.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.7% | -3.7% | -5.4% |
| 7D | +3.9% | -8.4% | +12.4% | +7.6% |
| 30D | -4.3% | -11.2% | +6.8% | -0.6% |
| 3M | -34.5% | -36.1% | +1.6% | -23.0% |
| 6M | -57.7% | -37.9% | -19.8% | -48.8% |
| YTD | +25.4% | -18.7% | +44.0% | +36.1% |
| 1Y | +13.1% | -9.8% | +23.0% | +19.0% |
| 3Y | +48.9% | -66.8% | +115.7% | +99.3% |
| All | -55.6% | -89.7% | +34.1% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling