+101.1%
UAL vs ENPH
+2,435.8%
-2,334.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.0% | +5.1% | +0.9% |
| 7D | +12.5% | -9.1% | +21.6% | +14.1% |
| 30D | +12.2% | -15.8% | +27.9% | +14.7% |
| 3M | -2.6% | -32.5% | +29.9% | +2.7% |
| 6M | +21.1% | -24.2% | +45.2% | +23.4% |
| YTD | +7.8% | -13.8% | +21.6% | +6.1% |
| 1Y | +25.4% | -15.8% | +41.2% | +23.7% |
| 3Y | +217.3% | -64.6% | +281.9% | +233.6% |
| 5Y | +132.9% | -88.1% | +220.9% | +173.9% |
| 10Y | +101.1% | +2,367.9% | -2,266.7% | +48.9% |
| All | +101.1% | +2,435.8% | -2,334.6% | +48.9% |
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