+42.7%
CAPR vs UTHR
+24.8%
+17.9%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -5.8% |
| 7D | -9.5% | -2.9% | -6.6% | -7.0% |
| 30D | +121.5% | -7.6% | +129.1% | +140.9% |
| 3M | -65.4% | -8.6% | -56.8% | -62.0% |
| 6M | -67.5% | +4.1% | -71.7% | -70.1% |
| YTD | -68.6% | +2.2% | -70.8% | -70.7% |
| 1Y | +42.7% | +26.2% | +16.5% | +10.3% |
| All | +42.7% | +24.8% | +17.9% | +10.3% |
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 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