+83.6%
USB vs ENPH
+2,496.3%
-2,412.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.3% |
| 7D | -0.5% | -10.3% | +9.8% | +0.2% |
| 30D | +5.7% | -10.1% | +15.8% | +6.3% |
| 3M | -4.7% | -33.1% | +28.4% | -2.3% |
| 6M | +13.4% | -24.8% | +38.2% | +14.2% |
| YTD | +17.0% | -11.7% | +28.7% | +15.2% |
| 1Y | +32.4% | -8.2% | +40.6% | +29.9% |
| 3Y | +101.7% | -63.7% | +165.4% | +105.5% |
| 5Y | +24.4% | -88.7% | +113.1% | +34.2% |
| 10Y | +83.6% | +2,382.5% | -2,298.9% | +60.2% |
| All | +83.6% | +2,496.3% | -2,412.7% | +60.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling