+104.2%
UAL vs ENPH
+1,928.7%
-1,824.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | -0.2% |
| 7D | -1.1% | +3.4% | -4.5% | -1.7% |
| 30D | -13.4% | -10.3% | -3.2% | -12.2% |
| 3M | -2.3% | -31.4% | +29.1% | +2.6% |
| 6M | +13.3% | -10.1% | +23.5% | +12.7% |
| YTD | -4.2% | +14.6% | -18.8% | -9.1% |
| 1Y | +1.4% | -3.2% | +4.6% | -2.0% |
| 3Y | +125.8% | -69.5% | +195.3% | +142.6% |
| 5Y | +130.0% | -77.2% | +207.2% | +146.0% |
| 10Y | +104.2% | +1,940.0% | -1,835.8% | +52.0% |
| All | +104.2% | +1,928.7% | -1,824.5% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH 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 10y: compounded portfolio wealth divided by compounded ENPH 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…
10y analysis · Full analysis span regression · 6 months rolling