-13.3%
OVV vs ENPH
+287.7%
-301.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.2% | -0.3% |
| 7D | -10.7% | +4.1% | -14.9% | -11.3% |
| 30D | -5.3% | -11.4% | +6.1% | -4.4% |
| 3M | +2.4% | -30.5% | +32.9% | +6.5% |
| 6M | +5.7% | -20.2% | +25.9% | +5.6% |
| YTD | +56.8% | -9.3% | +66.0% | +50.7% |
| 1Y | +59.3% | -3.8% | +63.0% | +51.4% |
| 3Y | +49.0% | -61.5% | +110.5% | +51.8% |
| 5Y | +88.1% | -87.9% | +176.0% | +116.3% |
| 10Y | +42.5% | +2,519.8% | -2,477.3% | -16.2% |
| All | -13.3% | +287.7% | -301.0% | -43.2% |
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