+1,919.4%
ENPH vs UTHR
+313.7%
+1,605.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -1.1% |
| 7D | -0.1% | +1.9% | -2.0% | -0.4% |
| 30D | -10.8% | -2.9% | -8.0% | -10.4% |
| 3M | -33.8% | -8.9% | -25.0% | -32.8% |
| 6M | -16.1% | -8.7% | -7.4% | -15.3% |
| YTD | +13.4% | +2.0% | +11.4% | +11.8% |
| 1Y | -2.6% | +22.8% | -25.4% | -7.9% |
| 3Y | -70.3% | +120.6% | -190.9% | -76.3% |
| 5Y | -77.0% | +136.4% | -213.5% | -82.3% |
| All | +1,919.4% | +313.7% | +1,605.7% | +1,211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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