+1,947.8%
ENPH vs UEC
+939.6%
+1,008.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.5% |
| 7D | +1.5% | -4.3% | +5.8% | +2.6% |
| 30D | -12.9% | -3.8% | -9.0% | -12.3% |
| 3M | -27.1% | +17.0% | -44.1% | -29.9% |
| 6M | -15.4% | -23.9% | +8.5% | -10.9% |
| YTD | +15.0% | -5.7% | +20.7% | +14.4% |
| 1Y | -0.7% | -12.5% | +11.8% | -1.6% |
| 3Y | -69.3% | +136.5% | -205.8% | -77.8% |
| 5Y | -76.7% | +243.3% | -320.0% | -85.9% |
| All | +1,947.8% | +939.6% | +1,008.2% | +769.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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