-11.2%
CBRE vs UTHR
+31.0%
-42.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | -0.5% | -2.1% | +1.6% | -0.4% |
| 30D | +3.1% | +7.2% | -4.1% | +2.9% |
| 3M | -6.4% | +11.1% | -17.5% | -6.2% |
| 6M | -7.9% | +4.2% | -12.1% | -7.2% |
| YTD | -16.2% | +20.8% | -37.0% | -15.9% |
| 1Y | -11.2% | +29.7% | -40.9% | -16.6% |
| All | -11.2% | +31.0% | -42.3% | -16.6% |
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