+287.9%
ENPH vs URA
-14.4%
+302.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.4% | -6.1% | -4.2% |
| 7D | +11.0% | -4.1% | +15.1% | +13.5% |
| 30D | -15.0% | -19.0% | +4.0% | -5.0% |
| 3M | -28.2% | -25.1% | -3.1% | -16.3% |
| 6M | -20.5% | -44.5% | +24.0% | +10.1% |
| YTD | -11.2% | -24.3% | +13.1% | +1.0% |
| 1Y | -8.7% | -28.1% | +19.5% | +6.5% |
| 3Y | -63.6% | +40.7% | -104.3% | -73.9% |
| 5Y | -88.0% | +35.5% | -123.5% | -91.6% |
| 10Y | +2,333.3% | +281.2% | +2,052.2% | +589.0% |
| All | +287.9% | -14.4% | +302.2% | +146.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling