+21.2%
CHRW vs UTHR
+28.4%
-7.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.5% | +0.3% |
| 7D | +4.1% | +3.0% | +1.1% | +4.1% |
| 30D | +1.9% | -4.3% | +6.2% | +1.8% |
| 3M | -21.2% | -8.4% | -12.8% | -21.2% |
| 6M | -16.7% | -4.2% | -12.4% | -16.8% |
| YTD | -5.4% | +4.0% | -9.4% | -5.6% |
| 1Y | +21.2% | +25.5% | -4.3% | +20.4% |
| All | +21.2% | +28.4% | -7.3% | +20.4% |
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