+253.9%
UMC vs ENPH
-69.9%
+323.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +11.4% | +1.5% | +9.9% | +11.1% |
| 30D | +16.8% | -12.9% | +29.7% | +19.0% |
| 3M | +19.1% | -27.1% | +46.2% | +24.6% |
| 6M | +137.4% | -15.4% | +152.9% | +142.3% |
| YTD | +186.4% | +15.0% | +171.4% | +179.5% |
| 1Y | +229.1% | -0.7% | +229.8% | +225.1% |
| All | +253.9% | -69.9% | +323.7% | +285.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling