+913.4%
ASX vs UTHR
+308.5%
+604.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.1% | +4.0% | +5.7% |
| 7D | +6.3% | -2.9% | +9.2% | +6.9% |
| 30D | +6.4% | -7.6% | +14.0% | +8.0% |
| 3M | +13.1% | -8.6% | +21.7% | +14.9% |
| 6M | +90.3% | +4.1% | +86.2% | +87.5% |
| YTD | +149.6% | +2.2% | +147.4% | +146.5% |
| 1Y | +249.2% | +26.2% | +223.0% | +229.2% |
| 3Y | +445.9% | +121.2% | +324.7% | +342.5% |
| 5Y | +477.7% | +136.5% | +341.2% | +350.9% |
| 10Y | +913.4% | +300.1% | +613.3% | +562.4% |
| All | +913.4% | +308.5% | +604.8% | +562.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling