+30.4%
URI vs ENPH
-10.6%
+40.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | -1.3% |
| 7D | -6.0% | -9.1% | +3.2% | -4.7% |
| 30D | +4.6% | -15.8% | +20.4% | +6.8% |
| 3M | -2.7% | -32.5% | +29.8% | +2.5% |
| 6M | +18.4% | -24.2% | +42.5% | +17.7% |
| YTD | +37.4% | -13.8% | +51.1% | +26.7% |
| 1Y | +30.4% | -15.8% | +46.2% | +20.6% |
| All | +30.4% | -10.6% | +40.9% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling