+180.2%
CAH vs UTHR
+125.3%
+54.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.4% |
| 7D | -2.2% | +3.0% | -5.2% | -2.5% |
| 30D | +1.2% | -4.3% | +5.5% | +1.5% |
| 3M | +13.1% | -8.4% | +21.5% | +13.9% |
| 6M | +8.5% | -4.2% | +12.7% | +8.8% |
| YTD | +17.6% | +4.0% | +13.6% | +16.9% |
| 1Y | +60.7% | +25.5% | +35.1% | +57.0% |
| All | +180.2% | +125.3% | +54.9% | +159.8% |
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