+395.5%
ENPH vs UTHR
+922.5%
-527.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -2.4% | -5.4% | +3.0% | -1.2% |
| 30D | -6.6% | -6.0% | -0.6% | -5.4% |
| 3M | -46.8% | -11.0% | -35.8% | -45.6% |
| 6M | -14.7% | -0.5% | -14.2% | -15.5% |
| YTD | +13.5% | +0.1% | +13.4% | +12.1% |
| 1Y | -0.4% | +28.2% | -28.6% | -7.7% |
| 3Y | -71.7% | +113.8% | -185.6% | -77.9% |
| 5Y | -79.1% | +131.3% | -210.4% | -84.3% |
| 10Y | +1,898.4% | +296.7% | +1,601.6% | +1,097.0% |
| All | +395.5% | +922.5% | -527.0% | +73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling