+53.4%
ALLE vs UTHR
+190.6%
-137.2%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +3.6% | +5.2% | -1.6% | +3.2% |
| 30D | +25.9% | +9.5% | +16.4% | +25.2% |
| 3M | +15.8% | +17.9% | -2.2% | +14.5% |
| 6M | +48.1% | +2.0% | +46.1% | +47.9% |
| YTD | +22.0% | +21.3% | +0.6% | +20.1% |
| 1Y | +18.0% | +27.9% | -9.8% | +15.7% |
| 3Y | +93.1% | +162.3% | -69.3% | +73.5% |
| All | +53.4% | +190.6% | -137.2% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling