-50.3%
CCI vs UTHR
+140.7%
-191.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.2% |
| 7D | -0.3% | +3.0% | -3.3% | -0.5% |
| 30D | +2.1% | -4.3% | +6.4% | +2.5% |
| 3M | -17.8% | -8.4% | -9.5% | -17.3% |
| 6M | -14.2% | -4.2% | -10.0% | -14.0% |
| YTD | -13.3% | +4.0% | -17.4% | -13.9% |
| 1Y | -16.6% | +25.5% | -42.1% | -18.7% |
| 3Y | -10.8% | +125.1% | -135.9% | -23.1% |
| 5Y | -50.3% | +140.3% | -190.6% | -59.2% |
| All | -50.3% | +140.7% | -191.1% | -59.2% |
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 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