+55.2%
UNP vs ENPH
-65.3%
+120.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.4% | +6.1% | +1.0% |
| 7D | +2.1% | -7.6% | +9.7% | +2.5% |
| 30D | +7.7% | -16.4% | +24.1% | +8.5% |
| 3M | +4.0% | -34.3% | +38.4% | +6.0% |
| 6M | +15.7% | -28.5% | +44.2% | +15.9% |
| YTD | +33.5% | -16.4% | +49.9% | +31.4% |
| 1Y | +38.9% | -12.8% | +51.7% | +36.3% |
| All | +55.2% | -65.3% | +120.5% | +49.6% |
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 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