+33.9%
USB vs ENPH
-14.2%
+48.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.5% | +1.0% |
| 7D | +2.6% | -8.4% | +11.0% | +3.0% |
| 30D | +8.4% | -11.2% | +19.6% | +8.9% |
| 3M | -5.5% | -36.1% | +30.5% | -3.8% |
| 6M | +17.7% | -37.9% | +55.7% | +18.9% |
| YTD | +17.6% | -18.7% | +36.2% | +12.5% |
| 1Y | +33.9% | -9.8% | +43.7% | +22.8% |
| All | +33.9% | -14.2% | +48.1% | +22.8% |
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