+16.8%
CDNS vs UTHR
+121.3%
-104.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.1% | -5.1% | -3.0% |
| 7D | -9.2% | -2.9% | -6.4% | -9.1% |
| 30D | -16.3% | -7.6% | -8.7% | -16.0% |
| 3M | -27.9% | -8.6% | -19.4% | -27.7% |
| 6M | -4.3% | +4.1% | -8.5% | -4.7% |
| YTD | -9.1% | +2.2% | -11.3% | -9.4% |
| 1Y | -21.2% | +26.2% | -47.4% | -22.3% |
| All | +16.8% | +121.3% | -104.5% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling