+2,456.5%
URI vs ENPH
+279.6%
+2,176.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.9% | +1.4% |
| 7D | -9.8% | +11.0% | -20.8% | -11.3% |
| 30D | +1.7% | -15.0% | +16.8% | +3.7% |
| 3M | -9.1% | -28.2% | +19.2% | -5.2% |
| 6M | +9.9% | -20.5% | +30.3% | +10.7% |
| YTD | +31.2% | -11.2% | +42.4% | +28.1% |
| 1Y | +25.9% | -8.7% | +34.6% | +22.2% |
| 3Y | +147.4% | -63.6% | +211.0% | +157.6% |
| 5Y | +179.7% | -88.0% | +267.8% | +230.7% |
| 10Y | +1,419.5% | +2,333.3% | -913.8% | +680.0% |
| All | +2,456.5% | +279.6% | +2,176.9% | +1,375.4% |
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