-66.8%
ENPH vs UTHR
+166.1%
-232.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | -8.4% | +5.2% | -13.6% | -8.6% |
| 30D | -11.2% | +9.5% | -20.6% | -11.3% |
| 3M | -36.1% | +17.9% | -54.0% | -36.3% |
| 6M | -37.9% | +2.0% | -39.9% | -38.1% |
| YTD | -18.7% | +21.3% | -40.0% | -19.3% |
| 1Y | -9.8% | +27.9% | -37.7% | -10.6% |
| 3Y | -66.8% | +162.3% | -229.2% | -66.6% |
| All | -66.8% | +166.1% | -232.9% | -66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling