+21.6%
AR vs UTHR
+28.4%
-6.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | +0.1% |
| 7D | -1.2% | +3.0% | -4.2% | -1.1% |
| 30D | +5.5% | -4.3% | +9.8% | +5.5% |
| 3M | +12.9% | -8.4% | +21.2% | +12.8% |
| 6M | +0.1% | -4.2% | +4.3% | 0.0% |
| YTD | +13.5% | +4.0% | +9.5% | +12.9% |
| 1Y | +21.6% | +25.5% | -3.9% | +19.9% |
| All | +21.6% | +28.4% | -6.9% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling