+58.4%
OVV vs ENPH
-66.2%
+124.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.4% | +0.9% |
| 7D | +8.0% | -8.4% | +16.5% | +8.6% |
| 30D | -2.0% | -11.2% | +9.1% | -1.5% |
| 3M | +5.4% | -36.1% | +41.5% | +8.4% |
| 6M | +14.3% | -37.9% | +52.2% | +16.1% |
| YTD | +69.4% | -18.7% | +88.1% | +64.7% |
| 1Y | +72.4% | -9.8% | +82.2% | +65.3% |
| 3Y | +58.4% | -66.8% | +125.2% | +62.8% |
| All | +58.4% | -66.2% | +124.6% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling