+36.5%
USB vs ENPH
+8.1%
+28.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.7% | -1.8% | +1.7% |
| 7D | +2.4% | +26.3% | -23.9% | +1.2% |
| 30D | +6.6% | -5.7% | +12.2% | +6.7% |
| 3M | -4.1% | -24.5% | +20.4% | -3.1% |
| 6M | +12.5% | -3.0% | +15.5% | +10.5% |
| YTD | +17.6% | -1.6% | +19.2% | +13.7% |
| 1Y | +36.5% | +8.8% | +27.7% | +30.1% |
| All | +36.5% | +8.1% | +28.4% | +30.1% |
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 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