+2,345.8%
URI vs ENPH
+384.9%
+1,960.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -2.0% | -2.4% | +0.4% | -1.6% |
| 30D | -12.9% | -6.6% | -6.3% | -12.1% |
| 3M | -6.7% | -46.8% | +40.1% | +1.6% |
| 6M | +19.0% | -14.7% | +33.7% | +18.9% |
| YTD | +25.5% | +13.5% | +12.1% | +19.0% |
| 1Y | +5.5% | -0.4% | +6.0% | +1.3% |
| 3Y | +111.3% | -71.7% | +183.1% | +129.7% |
| 5Y | +198.6% | -79.1% | +277.6% | +225.8% |
| 10Y | +1,179.9% | +1,898.4% | -718.4% | +569.0% |
| All | +2,345.8% | +384.9% | +1,960.9% | +1,270.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling