+358.9%
CBOE vs UTHR
+313.7%
+45.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -2.1% |
| 7D | -5.8% | +1.9% | -7.8% | -6.0% |
| 30D | -3.1% | -2.9% | -0.3% | -2.9% |
| 3M | -4.8% | -8.9% | +4.1% | -4.0% |
| 6M | -0.6% | -8.7% | +8.2% | +0.2% |
| YTD | +12.8% | +2.0% | +10.8% | +12.2% |
| 1Y | +19.8% | +22.8% | -3.0% | +16.8% |
| 3Y | +86.9% | +120.6% | -33.7% | +66.0% |
| 5Y | +136.5% | +136.4% | +0.1% | +105.4% |
| All | +358.9% | +313.7% | +45.2% | +241.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling