+15.6%
USAR vs ENPH
-4.2%
+19.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.4% | -6.4% | -6.2% |
| 7D | -9.3% | +1.5% | -10.8% | -10.1% |
| 30D | -15.2% | -12.9% | -2.3% | -9.9% |
| 3M | -21.1% | -27.1% | +6.0% | -9.8% |
| 6M | -21.6% | -15.4% | -6.1% | -15.8% |
| YTD | +34.8% | +15.0% | +19.8% | +31.1% |
| 1Y | +15.6% | -0.7% | +16.3% | +10.5% |
| All | +15.6% | -4.2% | +19.9% | +10.5% |
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 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