-36.3%
CCI vs UTHR
+190.6%
-226.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.3% |
| 7D | +2.5% | +5.2% | -2.7% | +2.1% |
| 30D | +14.4% | +9.5% | +5.0% | +13.6% |
| 3M | +21.7% | +17.9% | +3.7% | +20.0% |
| 6M | +4.0% | +2.0% | +2.0% | +3.7% |
| YTD | +6.2% | +21.3% | -15.1% | +4.3% |
| 1Y | +5.4% | +27.9% | -22.5% | +3.0% |
| 3Y | +11.7% | +162.3% | -150.6% | -4.6% |
| All | -36.3% | +190.6% | -226.9% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling