-49.9%
CDE vs UTHR
+7,277.3%
-7,327.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.9% | -3.0% |
| 7D | +2.3% | -2.9% | +5.2% | +2.6% |
| 30D | +18.8% | -7.6% | +26.4% | +20.0% |
| 3M | +23.5% | -8.6% | +32.1% | +24.9% |
| 6M | -8.6% | +4.1% | -12.8% | -9.4% |
| YTD | +16.0% | +2.2% | +13.8% | +15.0% |
| 1Y | +42.1% | +26.2% | +15.9% | +36.6% |
| 3Y | +835.9% | +121.2% | +714.7% | +718.4% |
| 5Y | +197.6% | +136.5% | +61.1% | +156.5% |
| 10Y | +39.6% | +300.1% | -260.5% | +9.7% |
| All | -49.9% | +7,277.3% | -7,327.2% | -55.9% |
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