+75.9%
UBER vs ENPH
+188.7%
-112.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.8% | -10.2% | -4.7% |
| 7D | -2.8% | +9.3% | -12.1% | -4.5% |
| 30D | -2.5% | -7.3% | +4.7% | -1.3% |
| 3M | +4.4% | -31.7% | +36.1% | +11.0% |
| 6M | -2.7% | -3.5% | +0.8% | -6.2% |
| YTD | -10.5% | +21.2% | -31.7% | -20.5% |
| 1Y | -22.5% | +0.1% | -22.6% | -28.9% |
| 3Y | +54.8% | -67.7% | +122.5% | +66.3% |
| 5Y | +82.5% | -76.2% | +158.7% | +96.3% |
| All | +75.9% | +188.7% | -112.8% | -7.8% |
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