+400.3%
ENPH vs UUUU
+11.9%
+388.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -5.0% | -5.3% |
| 7D | +3.4% | +1.8% | +1.6% | +3.0% |
| 30D | -10.3% | +1.8% | -12.1% | -10.7% |
| 3M | -31.4% | +1.3% | -32.6% | -31.5% |
| 6M | -10.1% | -26.8% | +16.6% | -4.1% |
| YTD | +14.6% | +0.1% | +14.5% | +11.5% |
| 1Y | -3.2% | +11.2% | -14.5% | -11.1% |
| 3Y | -69.5% | +97.7% | -167.1% | -77.5% |
| 5Y | -77.2% | +127.3% | -204.6% | -84.7% |
| 10Y | +1,940.0% | +532.6% | +1,407.4% | +767.9% |
| All | +400.3% | +11.9% | +388.3% | +125.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling