+50.8%
OVV vs ENPH
+2,033.5%
-1,982.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.8% | -7.8% | -2.0% |
| 7D | -3.7% | +9.3% | -13.0% | -5.0% |
| 30D | +8.0% | -7.3% | +15.2% | +9.0% |
| 3M | +11.3% | -31.7% | +43.0% | +16.6% |
| 6M | +24.0% | -3.5% | +27.5% | +20.3% |
| YTD | +65.3% | +21.2% | +44.2% | +52.2% |
| 1Y | +60.2% | +0.1% | +60.1% | +50.7% |
| 3Y | +46.9% | -67.7% | +114.6% | +55.7% |
| 5Y | +158.7% | -76.2% | +235.0% | +172.0% |
| 10Y | +50.8% | +2,057.2% | -2,006.4% | -0.8% |
| All | +50.8% | +2,033.5% | -1,982.7% | -0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling