+96.3%
CAT vs UTHR
+24.8%
+71.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.7% |
| 7D | +5.6% | -2.9% | +8.4% | +6.0% |
| 30D | -2.3% | -7.6% | +5.2% | -1.0% |
| 3M | -10.0% | -8.6% | -1.4% | -8.7% |
| 6M | +21.2% | +4.1% | +17.1% | +18.2% |
| YTD | +44.4% | +2.2% | +42.2% | +41.8% |
| 1Y | +96.3% | +26.2% | +70.1% | +74.8% |
| All | +96.3% | +24.8% | +71.5% | +74.8% |
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