+2,818.3%
ENB vs UTHR
+7,123.9%
-4,305.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | -0.2% | -5.4% | +5.2% | +0.2% |
| 30D | -2.2% | -6.0% | +3.8% | -1.8% |
| 3M | -10.5% | -11.0% | +0.5% | -9.8% |
| 6M | -5.1% | -0.5% | -4.5% | -5.2% |
| YTD | +9.0% | +0.1% | +8.9% | +8.6% |
| 1Y | +8.2% | +28.2% | -19.9% | +5.8% |
| 3Y | +67.8% | +113.8% | -46.1% | +56.3% |
| 5Y | +69.4% | +131.3% | -61.9% | +56.0% |
| 10Y | +117.5% | +296.7% | -179.2% | +89.8% |
| All | +2,818.3% | +7,123.9% | -4,305.6% | +2,134.8% |
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