+553.4%
CCI vs UTHR
+7,123.9%
-6,570.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.8% |
| 7D | -0.4% | -5.4% | +5.0% | +0.4% |
| 30D | +2.7% | -6.0% | +8.7% | +3.6% |
| 3M | -18.2% | -11.0% | -7.2% | -16.8% |
| 6M | -14.8% | -0.5% | -14.3% | -15.1% |
| YTD | -12.6% | +0.1% | -12.7% | -13.2% |
| 1Y | -16.7% | +28.2% | -44.9% | -20.6% |
| 3Y | -10.5% | +113.8% | -124.3% | -23.2% |
| 5Y | -51.4% | +131.3% | -182.7% | -59.3% |
| 10Y | +20.0% | +296.7% | -276.7% | -11.8% |
| All | +553.4% | +7,123.9% | -6,570.5% | +82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling