+1,276.8%
CAH vs UTHR
+7,277.3%
-6,000.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -3.0% |
| 7D | +0.5% | -2.9% | +3.3% | +0.8% |
| 30D | +1.7% | -7.6% | +9.3% | +2.7% |
| 3M | +17.9% | -8.6% | +26.4% | +19.2% |
| 6M | +10.9% | +4.1% | +6.8% | +10.0% |
| YTD | +17.9% | +2.2% | +15.7% | +16.9% |
| 1Y | +61.7% | +26.2% | +35.5% | +55.7% |
| 3Y | +183.7% | +121.2% | +62.5% | +148.6% |
| 5Y | +401.3% | +136.5% | +264.8% | +331.7% |
| 10Y | +293.7% | +300.1% | -6.5% | +208.4% |
| All | +1,276.8% | +7,277.3% | -6,000.5% | +556.9% |
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 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