+5.5%
URI vs ENPH
-1.9%
+7.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.8% | -6.2% | -0.5% |
| 7D | +2.5% | +9.3% | -6.7% | +1.1% |
| 30D | -12.5% | -7.3% | -5.3% | -11.7% |
| 3M | -6.2% | -31.7% | +25.5% | -1.5% |
| 6M | +25.9% | -3.5% | +29.3% | +21.6% |
| YTD | +26.2% | +21.2% | +5.0% | +15.2% |
| 1Y | +5.5% | +0.1% | +5.4% | -2.7% |
| All | +5.5% | -1.9% | +7.4% | -2.7% |
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 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