+79.0%
ENB vs UTHR
+123.2%
-44.2%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.7% |
| 7D | -0.5% | -2.9% | +2.4% | -0.4% |
| 30D | -0.2% | -7.6% | +7.4% | +0.1% |
| 3M | -7.5% | -8.6% | +1.1% | -7.2% |
| 6M | -4.1% | +4.1% | -8.3% | -4.4% |
| YTD | +9.8% | +2.2% | +7.6% | +9.5% |
| 1Y | +8.7% | +26.2% | -17.5% | +7.1% |
| 3Y | +79.0% | +121.2% | -42.2% | +62.3% |
| All | +79.0% | +123.2% | -44.2% | +62.3% |
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 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