+418.0%
UAL vs ENPH
+384.9%
+33.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.5% |
| 7D | +0.7% | -2.4% | +3.1% | +1.0% |
| 30D | -16.1% | -6.6% | -9.5% | -15.5% |
| 3M | +6.1% | -46.8% | +53.0% | +13.8% |
| 6M | +10.8% | -14.7% | +25.6% | +11.2% |
| YTD | -0.4% | +13.5% | -13.9% | -4.4% |
| 1Y | +5.0% | -0.4% | +5.4% | +1.9% |
| 3Y | +124.0% | -71.7% | +195.8% | +140.6% |
| 5Y | +141.0% | -79.1% | +220.1% | +158.5% |
| 10Y | +118.0% | +1,898.4% | -1,780.3% | +47.5% |
| All | +418.0% | +384.9% | +33.1% | +261.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling