+72.4%
UBER vs ENPH
+170.3%
-97.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -5.4% | -0.1% | -5.3% | -5.5% |
| 30D | -4.9% | -10.8% | +5.9% | -3.0% |
| 3M | +3.0% | -33.8% | +36.9% | +10.4% |
| 6M | -4.4% | -16.1% | +11.7% | -5.2% |
| YTD | -12.3% | +13.4% | -25.7% | -21.1% |
| 1Y | -24.3% | -2.6% | -21.7% | -30.3% |
| 3Y | +46.4% | -70.3% | +116.7% | +59.9% |
| 5Y | +79.7% | -77.0% | +156.7% | +94.1% |
| All | +72.4% | +170.3% | -97.9% | -8.6% |
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