+1,271.8%
URI vs ENPH
+1,928.7%
-656.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.8% | +2.2% |
| 7D | +5.0% | +3.4% | +1.6% | +4.4% |
| 30D | -9.4% | -10.3% | +0.9% | -8.0% |
| 3M | -5.8% | -31.4% | +25.6% | -0.9% |
| 6M | +25.8% | -10.1% | +36.0% | +24.5% |
| YTD | +27.9% | +14.6% | +13.3% | +20.7% |
| 1Y | +9.7% | -3.2% | +12.9% | +5.5% |
| 3Y | +128.0% | -69.5% | +197.4% | +145.3% |
| 5Y | +212.4% | -77.2% | +289.6% | +238.1% |
| 10Y | +1,271.8% | +1,940.0% | -668.2% | +857.7% |
| All | +1,271.8% | +1,928.7% | -656.9% | +857.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling