+69.4%
USAR vs ENPH
-79.4%
+148.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.4% | +2.0% | -2.3% |
| 7D | -4.4% | +3.4% | -7.8% | -5.1% |
| 30D | -10.4% | -10.3% | -0.1% | -8.4% |
| 3M | -18.4% | -31.4% | +13.0% | -12.3% |
| 6M | -8.8% | -10.1% | +1.3% | -5.4% |
| YTD | +43.4% | +14.6% | +28.8% | +46.2% |
| 1Y | +21.0% | -3.2% | +24.2% | +23.6% |
| 3Y | +67.7% | -69.5% | +137.2% | +72.2% |
| All | +69.4% | -79.4% | +148.8% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling