+58.2%
CAPR vs UTHR
+23.3%
+35.0%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.9% |
| 7D | -2.0% | -5.4% | +3.4% | +3.8% |
| 30D | +139.2% | -6.0% | +145.2% | +157.2% |
| 3M | -66.4% | -11.0% | -55.4% | -61.9% |
| 6M | -63.1% | -0.5% | -62.6% | -64.2% |
| YTD | -67.4% | +0.1% | -67.5% | -69.2% |
| 1Y | +58.2% | +28.2% | +30.1% | +8.8% |
| All | +58.2% | +23.3% | +35.0% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling