+2,702.9%
ENB vs UTHR
+8,689.8%
-5,986.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | 0.0% | +4.9% | -4.9% | -0.3% |
| 30D | +1.4% | +9.2% | -7.8% | +0.7% |
| 3M | -5.2% | +15.9% | -21.1% | -6.3% |
| 6M | -9.9% | +2.0% | -11.9% | -10.2% |
| YTD | +4.7% | +21.8% | -17.1% | +2.7% |
| 1Y | +2.8% | +28.6% | -25.8% | +0.4% |
| 3Y | +71.3% | +166.2% | -94.9% | +56.9% |
| 5Y | +58.6% | +191.8% | -133.2% | +43.6% |
| 10Y | +108.5% | +367.2% | -258.7% | +79.5% |
| All | +2,702.9% | +8,689.8% | -5,986.8% | +2,013.7% |
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