+1,218.8%
URI vs ENPH
+2,696.2%
-1,477.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.1% | +4.7% | +6.5% |
| 7D | -4.0% | +4.1% | -8.1% | -4.7% |
| 30D | +6.8% | -11.4% | +18.2% | +8.3% |
| 3M | -2.8% | -30.5% | +27.7% | +2.1% |
| 6M | +20.9% | -20.2% | +41.1% | +21.7% |
| YTD | +40.2% | -9.3% | +49.5% | +36.0% |
| 1Y | +34.1% | -3.8% | +37.9% | +28.6% |
| 3Y | +164.1% | -61.5% | +225.7% | +172.6% |
| 5Y | +199.3% | -87.9% | +287.2% | +257.5% |
| 10Y | +1,218.8% | +2,519.8% | -1,301.0% | +732.2% |
| All | +1,218.8% | +2,696.2% | -1,477.3% | +732.2% |
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