-13.2%
OVV vs ENPH
+279.6%
-292.8%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.4% |
| 7D | -16.7% | +11.0% | -27.7% | -18.0% |
| 30D | -1.5% | -15.0% | +13.5% | 0.0% |
| 3M | +1.6% | -28.2% | +29.8% | +5.2% |
| 6M | +2.0% | -20.5% | +22.5% | +2.0% |
| YTD | +56.8% | -11.2% | +68.0% | +51.2% |
| 1Y | +64.8% | -8.7% | +73.5% | +57.8% |
| 3Y | +38.3% | -63.6% | +101.9% | +42.0% |
| 5Y | +84.9% | -88.0% | +172.9% | +113.0% |
| 10Y | +54.5% | +2,333.3% | -2,278.8% | -8.5% |
| All | -13.2% | +279.6% | -292.8% | -43.0% |
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