+20.6%
CHD vs UTHR
+138.8%
-118.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | -4.7% | +2.8% | -7.5% | -4.9% |
| 30D | -8.3% | -2.3% | -6.1% | -8.2% |
| 3M | -4.0% | -7.4% | +3.4% | -3.6% |
| 6M | -6.5% | -6.0% | -0.6% | -6.2% |
| YTD | +13.1% | +3.4% | +9.7% | +12.6% |
| 1Y | +2.3% | +27.1% | -24.8% | +0.3% |
| 3Y | +1.8% | +123.8% | -122.0% | -6.6% |
| 5Y | +20.6% | +139.6% | -119.1% | +7.2% |
| All | +20.6% | +138.8% | -118.2% | +7.2% |
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