-69.8%
ENPH vs UUUU
+83.7%
-153.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +1.6% |
| 7D | +1.5% | -5.0% | +6.5% | +2.5% |
| 30D | -12.9% | -7.8% | -5.1% | -11.6% |
| 3M | -27.1% | -0.4% | -26.7% | -27.0% |
| 6M | -15.4% | -32.9% | +17.5% | -10.6% |
| YTD | +15.0% | -6.3% | +21.3% | +14.6% |
| 1Y | -0.7% | +7.9% | -8.6% | -5.0% |
| All | -69.8% | +83.7% | -153.5% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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