+22.1%
CB vs UTHR
+24.8%
-2.8%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.6% | -1.6% |
| 7D | -0.6% | -2.9% | +2.3% | -0.4% |
| 30D | -3.9% | -7.6% | +3.7% | -3.4% |
| 3M | +4.9% | -8.6% | +13.5% | +5.6% |
| 6M | +3.3% | +4.1% | -0.9% | +3.5% |
| YTD | +8.5% | +2.2% | +6.3% | +8.7% |
| 1Y | +22.1% | +26.2% | -4.1% | +19.1% |
| All | +22.1% | +24.8% | -2.8% | +19.1% |
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