+5,341.2%
CAT vs UTHR
+7,123.9%
-1,782.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | +1.7% | -5.4% | +7.1% | +2.4% |
| 30D | -6.6% | -6.0% | -0.5% | -5.9% |
| 3M | -13.3% | -11.0% | -2.3% | -12.2% |
| 6M | +11.6% | -0.5% | +12.1% | +11.3% |
| YTD | +42.9% | +0.1% | +42.9% | +42.2% |
| 1Y | +95.4% | +28.2% | +67.3% | +88.6% |
| 3Y | +196.6% | +113.8% | +82.8% | +164.5% |
| 5Y | +321.7% | +131.3% | +190.3% | +269.2% |
| 10Y | +1,140.8% | +296.7% | +844.1% | +893.2% |
| All | +5,341.2% | +7,123.9% | -1,782.7% | +3,553.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling