+368.6%
ASX vs UTHR
+166.1%
+202.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | +12.4% | +5.2% | +7.2% | +11.6% |
| 30D | -19.8% | +9.5% | -29.3% | -20.5% |
| 3M | -10.3% | +17.9% | -28.3% | -12.1% |
| 6M | +1.2% | +2.0% | -0.8% | +1.2% |
| YTD | +123.0% | +21.3% | +101.7% | +116.6% |
| 1Y | +145.4% | +27.9% | +117.6% | +136.2% |
| 3Y | +368.6% | +162.3% | +206.3% | +323.3% |
| All | +368.6% | +166.1% | +202.5% | +323.3% |
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