-62.3%
ENPH vs URA
+41.0%
-103.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -3.5% |
| 7D | +11.0% | -4.1% | +15.1% | +12.9% |
| 30D | -15.0% | -19.0% | +4.0% | -7.5% |
| 3M | -28.2% | -25.1% | -3.1% | -19.3% |
| 6M | -20.5% | -44.5% | +24.0% | -0.2% |
| YTD | -11.2% | -24.3% | +13.1% | -1.1% |
| 1Y | -8.7% | -28.1% | +19.5% | +3.4% |
| All | -62.3% | +41.0% | -103.3% | -68.3% |
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