+115.0%
UMC vs ENPH
+8.1%
+106.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.8% |
| 7D | -14.7% | +26.3% | -40.9% | -19.0% |
| 30D | -32.9% | -5.7% | -27.2% | -32.3% |
| 3M | -22.2% | -24.5% | +2.3% | -18.1% |
| 6M | +25.9% | -3.0% | +28.9% | +31.6% |
| YTD | +107.9% | -1.6% | +109.5% | +117.2% |
| 1Y | +115.0% | +8.8% | +106.3% | +120.0% |
| All | +115.0% | +8.1% | +106.9% | +120.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling