-70.2%
ENPH vs URA
+117.9%
-188.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.2% |
| 7D | -2.4% | +1.1% | -3.4% | -2.8% |
| 30D | -6.6% | +7.4% | -14.0% | -9.3% |
| 3M | -46.8% | -8.4% | -38.4% | -44.9% |
| 6M | -14.7% | -12.7% | -2.0% | -10.7% |
| YTD | +13.5% | +7.8% | +5.7% | +9.6% |
| 1Y | -0.4% | +19.5% | -19.9% | -8.2% |
| All | -70.2% | +117.9% | -188.2% | -78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling