+395.5%
ENPH vs UEC
+199.7%
+195.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -2.4% | -6.9% | +4.6% | -0.8% |
| 30D | -6.6% | +7.6% | -14.3% | -8.3% |
| 3M | -46.8% | -18.4% | -28.4% | -44.6% |
| 6M | -14.7% | -23.3% | +8.5% | -10.6% |
| YTD | +13.5% | -1.2% | +14.7% | +11.8% |
| 1Y | -0.4% | +2.3% | -2.7% | -4.5% |
| 3Y | -71.7% | +162.3% | -234.0% | -79.5% |
| 5Y | -79.1% | +287.2% | -366.3% | -87.2% |
| 10Y | +1,898.4% | +1,009.6% | +888.7% | +695.2% |
| All | +395.5% | +199.7% | +195.8% | +105.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling