+1,940.0%
ENPH vs URA
+369.2%
+1,570.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.3% | -4.1% | -4.7% |
| 7D | +3.4% | +5.7% | -2.4% | +0.6% |
| 30D | -10.3% | +5.6% | -15.9% | -12.7% |
| 3M | -31.4% | +6.2% | -37.6% | -33.2% |
| 6M | -10.1% | -8.2% | -1.9% | -5.9% |
| YTD | +14.6% | +9.7% | +4.9% | +7.7% |
| 1Y | -3.2% | +17.0% | -20.2% | -13.9% |
| 3Y | -69.5% | +118.5% | -187.9% | -82.0% |
| 5Y | -77.2% | +134.3% | -211.6% | -87.9% |
| 10Y | +1,940.0% | +377.5% | +1,562.5% | +423.5% |
| All | +1,940.0% | +369.2% | +1,570.8% | +423.5% |
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