+201.7%
CAT vs UTHR
+118.3%
+83.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | +1.7% | -5.4% | +7.1% | +2.3% |
| 30D | -6.6% | -6.0% | -0.5% | -6.0% |
| 3M | -13.3% | -11.0% | -2.3% | -12.2% |
| 6M | +11.6% | -0.5% | +12.1% | +11.2% |
| YTD | +42.9% | +0.1% | +42.9% | +42.2% |
| 1Y | +95.4% | +28.2% | +67.3% | +88.8% |
| All | +201.7% | +118.3% | +83.4% | +184.7% |
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