+29.1%
CAVA vs UTHR
+122.7%
-93.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.8% | -7.8% | -6.3% |
| 7D | -8.5% | +3.0% | -11.6% | -9.0% |
| 30D | -8.2% | -4.3% | -3.9% | -7.7% |
| 3M | -25.9% | -8.4% | -17.5% | -25.0% |
| 6M | -30.9% | -4.2% | -26.7% | -30.6% |
| YTD | -3.7% | +4.0% | -7.7% | -4.7% |
| 1Y | -13.4% | +25.5% | -38.9% | -15.8% |
| 3Y | +44.2% | +125.1% | -80.9% | +28.2% |
| All | +29.1% | +122.7% | -93.6% | +13.2% |
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