+112.2%
USO vs ENPH
-2.4%
+114.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.3% |
| 7D | +9.1% | -0.1% | +9.2% | +9.1% |
| 30D | +21.7% | -10.8% | +32.5% | +20.5% |
| 3M | +20.2% | -33.8% | +54.1% | +16.9% |
| 6M | +43.4% | -16.1% | +59.5% | +47.0% |
| YTD | +124.0% | +13.4% | +110.6% | +131.2% |
| 1Y | +112.2% | -2.6% | +114.8% | +118.2% |
| All | +112.2% | -2.4% | +114.6% | +118.2% |
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 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