+92.5%
USB vs ENPH
-64.4%
+156.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.2% | +6.1% | -1.5% |
| 7D | -1.5% | +12.0% | -13.5% | -2.4% |
| 30D | +4.3% | -14.6% | +18.9% | +5.3% |
| 3M | -6.1% | -25.6% | +19.5% | -4.4% |
| 6M | +9.4% | -19.6% | +29.0% | +9.2% |
| YTD | +15.2% | -9.6% | +24.8% | +12.4% |
| 1Y | +32.8% | -10.0% | +42.8% | +29.4% |
| All | +92.5% | -64.4% | +156.9% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling