+424.4%
UAL vs ENPH
+279.6%
+144.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.8% | +2.2% |
| 7D | +8.2% | +11.0% | -2.8% | +6.7% |
| 30D | +2.3% | -15.0% | +17.3% | +4.1% |
| 3M | -12.7% | -28.2% | +15.5% | -9.5% |
| 6M | +12.7% | -20.5% | +33.2% | +13.9% |
| YTD | +0.8% | -11.2% | +12.0% | -0.7% |
| 1Y | +17.8% | -8.7% | +26.4% | +15.5% |
| 3Y | +206.7% | -63.6% | +270.3% | +219.6% |
| 5Y | +113.9% | -88.0% | +201.9% | +144.6% |
| 10Y | +97.0% | +2,333.3% | -2,236.3% | +33.2% |
| All | +424.4% | +279.6% | +144.8% | +275.5% |
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