+158.3%
OVV vs ENPH
-78.8%
+237.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.3% | -2.4% | +2.6% | +0.5% |
| 30D | +11.7% | -6.6% | +18.4% | +12.4% |
| 3M | +9.8% | -46.8% | +56.6% | +17.3% |
| 6M | +26.6% | -14.7% | +41.3% | +25.4% |
| YTD | +67.0% | +13.5% | +53.5% | +56.9% |
| 1Y | +55.9% | -0.4% | +56.3% | +47.8% |
| 3Y | +45.5% | -71.7% | +117.2% | +58.1% |
| All | +158.3% | -78.8% | +237.1% | +203.6% |
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