+19.6%
CDW vs UTHR
+30.1%
-10.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +9.1% | +4.9% | +4.2% | +9.4% |
| 30D | +13.7% | +9.2% | +4.5% | +15.1% |
| 3M | +27.0% | +15.9% | +11.1% | +30.5% |
| 6M | +75.9% | +2.0% | +73.9% | +75.6% |
| YTD | +28.9% | +21.8% | +7.1% | +31.9% |
| 1Y | +19.6% | +28.6% | -8.9% | +21.5% |
| All | +19.6% | +30.1% | -10.5% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling