+31.6%
CHD vs UTHR
+190.6%
-159.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.4% |
| 7D | +3.6% | +5.2% | -1.5% | +3.3% |
| 30D | +10.4% | +9.5% | +0.9% | +9.8% |
| 3M | +12.2% | +17.9% | -5.8% | +10.9% |
| 6M | +19.9% | +2.0% | +17.9% | +19.7% |
| YTD | +36.4% | +21.3% | +15.1% | +34.3% |
| 1Y | +35.1% | +27.9% | +7.3% | +32.6% |
| 3Y | +29.2% | +162.3% | -133.2% | +16.9% |
| All | +31.6% | +190.6% | -159.0% | +17.0% |
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