+264.9%
ENPH vs URA
-14.3%
+279.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.8% | -1.6% | -3.3% |
| 7D | -7.6% | +4.5% | -12.0% | -9.9% |
| 30D | -16.4% | -13.4% | -3.0% | -9.9% |
| 3M | -34.3% | -28.4% | -5.9% | -21.5% |
| 6M | -28.5% | -40.5% | +11.9% | -4.6% |
| YTD | -16.4% | -24.3% | +7.8% | -5.0% |
| 1Y | -12.8% | -28.8% | +16.0% | +2.2% |
| 3Y | -65.7% | +37.6% | -103.3% | -75.1% |
| 5Y | -89.4% | +30.7% | -120.0% | -92.4% |
| 10Y | +2,249.1% | +266.8% | +1,982.3% | +584.7% |
| All | +264.9% | -14.3% | +279.2% | +132.3% |
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 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