-69.9%
ENPH vs UEC
+146.8%
-216.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.4% | -3.0% | -4.9% |
| 7D | +3.4% | -0.2% | +3.6% | +3.5% |
| 30D | -10.3% | +1.9% | -12.2% | -10.8% |
| 3M | -31.4% | +8.9% | -40.3% | -32.9% |
| 6M | -10.1% | -14.5% | +4.3% | -8.3% |
| YTD | +14.6% | -0.7% | +15.3% | +13.3% |
| 1Y | -3.2% | -4.1% | +0.8% | -5.0% |
| All | -69.9% | +146.8% | -216.8% | -75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling