-76.2%
ENPH vs URA
+131.0%
-207.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.1% | +3.6% | +5.3% |
| 7D | +9.3% | +8.1% | +1.2% | +5.3% |
| 30D | -7.3% | +5.8% | -13.0% | -9.7% |
| 3M | -31.7% | +3.4% | -35.2% | -32.6% |
| 6M | -3.5% | -2.6% | -0.9% | -2.1% |
| YTD | +21.2% | +11.2% | +10.0% | +13.7% |
| 1Y | +0.1% | +19.8% | -19.8% | -11.2% |
| 3Y | -67.7% | +121.5% | -189.2% | -80.5% |
| 5Y | -76.2% | +134.5% | -210.7% | -87.1% |
| All | -76.2% | +131.0% | -207.2% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling