+1,184.0%
ALL vs UTHR
+8,226.2%
-7,042.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.4% |
| 7D | -1.9% | -6.1% | +4.2% | -1.4% |
| 30D | +13.8% | +3.1% | +10.7% | +13.4% |
| 3M | -7.0% | +5.5% | -12.4% | -7.7% |
| 6M | +18.0% | -5.8% | +23.9% | +18.4% |
| YTD | +24.2% | +15.3% | +8.9% | +21.8% |
| 1Y | +31.2% | +23.8% | +7.4% | +27.7% |
| 3Y | +107.5% | +146.3% | -38.8% | +86.0% |
| 5Y | +144.8% | +177.8% | -33.0% | +115.3% |
| 10Y | +375.8% | +392.4% | -16.6% | +287.5% |
| All | +1,184.0% | +8,226.2% | -7,042.2% | +658.9% |
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