+71.5%
CDNS vs UTHR
+140.7%
-69.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | -7.2% | +3.0% | -10.2% | -7.4% |
| 30D | -14.3% | -4.3% | -9.9% | -14.0% |
| 3M | -27.2% | -8.4% | -18.8% | -26.7% |
| 6M | -4.5% | -4.2% | -0.3% | -4.4% |
| YTD | -9.0% | +4.0% | -13.0% | -9.6% |
| 1Y | -21.3% | +25.5% | -46.8% | -23.3% |
| 3Y | +19.6% | +125.1% | -105.5% | +7.3% |
| 5Y | +71.5% | +140.3% | -68.8% | +51.2% |
| All | +71.5% | +140.7% | -69.2% | +51.2% |
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