+70.6%
ACWI vs UTHR
+150.6%
-80.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | 0.0% |
| 7D | -2.4% | -6.1% | +3.8% | -2.0% |
| 30D | -5.2% | +3.1% | -8.3% | -5.3% |
| 3M | -4.8% | +5.5% | -10.3% | -5.1% |
| 6M | -1.3% | -5.8% | +4.5% | -0.9% |
| YTD | +8.4% | +15.3% | -7.0% | +7.3% |
| 1Y | +11.0% | +23.8% | -12.8% | +9.4% |
| 3Y | +70.6% | +146.3% | -75.7% | +60.6% |
| All | +70.6% | +150.6% | -80.0% | +60.6% |
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