+759.1%
UNH vs ENPH
+417.7%
+341.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.8% | +0.6% |
| 7D | +1.1% | +9.3% | -8.1% | +0.7% |
| 30D | -1.5% | -7.3% | +5.7% | -1.2% |
| 3M | -0.8% | -31.7% | +30.9% | +0.7% |
| 6M | +41.8% | -3.5% | +45.3% | +40.7% |
| YTD | +23.1% | +21.2% | +1.9% | +19.9% |
| 1Y | +28.5% | +0.1% | +28.5% | +26.2% |
| 3Y | -11.8% | -67.7% | +55.9% | -10.4% |
| 5Y | +5.3% | -76.2% | +81.6% | +6.3% |
| 10Y | +247.4% | +2,057.2% | -1,809.8% | +172.7% |
| All | +759.1% | +417.7% | +341.4% | +565.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling