+214.7%
CAPR vs UTHR
+150.6%
+64.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.3% | +4.9% |
| 7D | +41.1% | -6.1% | +47.2% | +45.0% |
| 30D | +11.1% | +3.1% | +8.0% | +9.5% |
| 3M | +115.3% | +5.5% | +109.9% | +109.9% |
| 6M | -73.8% | -5.8% | -68.0% | -73.3% |
| YTD | -68.8% | +15.3% | -84.2% | -70.8% |
| 1Y | +43.3% | +23.8% | +19.5% | +31.5% |
| 3Y | +214.7% | +146.3% | +68.4% | +142.4% |
| All | +214.7% | +150.6% | +64.1% | +142.4% |
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