-6.3%
NVTS vs ENPH
-79.1%
+72.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.1% | -0.8% |
| 7D | +9.7% | +9.3% | +0.4% | +6.1% |
| 30D | -13.6% | -7.3% | -6.3% | -11.3% |
| 3M | -51.0% | -31.7% | -19.2% | -43.3% |
| 6M | +46.3% | -3.5% | +49.8% | +51.7% |
| YTD | +68.1% | +21.2% | +46.9% | +58.5% |
| 1Y | +113.9% | +0.1% | +113.9% | +113.4% |
| 3Y | +45.3% | -67.7% | +113.0% | +105.4% |
| All | -6.3% | -79.1% | +72.9% | +41.8% |
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