+561.6%
A vs UTHR
+3,107.1%
-2,545.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | +0.7% | +4.9% | -4.2% | -0.2% |
| 30D | +0.8% | +9.2% | -8.4% | -0.9% |
| 3M | +16.9% | +15.9% | +0.9% | +13.0% |
| 6M | +53.8% | +2.0% | +51.8% | +52.2% |
| YTD | +28.1% | +21.8% | +6.3% | +21.8% |
| 1Y | +15.0% | +28.6% | -13.5% | +8.2% |
| 3Y | +63.1% | +166.2% | -103.2% | +28.9% |
| 5Y | +11.5% | +191.8% | -180.3% | -14.7% |
| 10Y | +303.2% | +367.2% | -64.0% | +168.1% |
| All | +561.6% | +3,107.1% | -2,545.5% | +95.4% |
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