+3,552.3%
ASX vs UTHR
+1,000.4%
+2,551.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.8% | +0.3% |
| 7D | -0.7% | -5.4% | +4.7% | +0.1% |
| 30D | +2.0% | -6.0% | +8.0% | +2.9% |
| 3M | -1.3% | -11.0% | +9.6% | +0.3% |
| 6M | +71.4% | -0.5% | +72.0% | +70.8% |
| YTD | +135.3% | +0.1% | +135.3% | +133.9% |
| 1Y | +267.5% | +28.2% | +239.3% | +250.5% |
| 3Y | +388.5% | +113.8% | +274.7% | +321.8% |
| 5Y | +417.1% | +131.3% | +285.8% | +336.0% |
| 10Y | +872.7% | +296.7% | +576.0% | +629.8% |
| All | +3,552.3% | +1,000.4% | +2,551.9% | +1,678.3% |
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 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