+1,151.9%
URI vs ENPH
+2,188.9%
-1,037.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.4% | +4.4% | -0.2% |
| 7D | +9.3% | -7.6% | +16.9% | +10.7% |
| 30D | +7.6% | -16.4% | +24.0% | +10.1% |
| 3M | +1.0% | -34.3% | +35.4% | +7.1% |
| 6M | +19.8% | -28.5% | +48.4% | +22.8% |
| YTD | +41.9% | -16.4% | +58.3% | +39.4% |
| 1Y | +33.4% | -12.8% | +46.2% | +30.0% |
| 3Y | +156.0% | -65.7% | +221.7% | +169.1% |
| 5Y | +209.5% | -89.4% | +298.9% | +277.4% |
| All | +1,151.9% | +2,188.9% | -1,037.0% | +696.8% |
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 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