+2,186.8%
ENPH vs URA
+266.3%
+1,920.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -1.8% |
| 7D | -8.4% | -1.5% | -6.9% | -7.7% |
| 30D | -11.2% | -10.4% | -0.8% | -6.6% |
| 3M | -36.1% | -29.6% | -6.4% | -24.1% |
| 6M | -37.9% | -40.3% | +2.3% | -19.2% |
| YTD | -18.7% | -25.5% | +6.8% | -7.5% |
| 1Y | -9.8% | -26.4% | +16.6% | +2.8% |
| 3Y | -66.8% | +31.4% | -98.3% | -74.3% |
| 5Y | -89.6% | +28.6% | -118.2% | -92.2% |
| All | +2,186.8% | +266.3% | +1,920.6% | +651.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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