+81.9%
UBER vs ENPH
-77.4%
+159.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +2.0% |
| 7D | -4.5% | +1.5% | -6.0% | -4.8% |
| 30D | -7.6% | -12.9% | +5.2% | -5.8% |
| 3M | +5.8% | -27.1% | +32.9% | +10.1% |
| 6M | +0.3% | -15.4% | +15.7% | -0.6% |
| YTD | -11.2% | +15.0% | -26.2% | -19.2% |
| 1Y | -23.0% | -0.7% | -22.3% | -28.5% |
| 3Y | +53.6% | -69.3% | +122.9% | +68.7% |
| 5Y | +81.9% | -76.7% | +158.6% | +90.5% |
| All | +81.9% | -77.4% | +159.3% | +90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling