-81.6%
CHTR vs UTHR
+135.8%
-217.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +5.0% | +3.8% |
| 7D | -4.1% | +1.9% | -6.0% | -4.3% |
| 30D | -3.0% | -2.9% | -0.1% | -2.8% |
| 3M | +4.8% | -8.9% | +13.6% | +5.5% |
| 6M | -35.0% | -8.7% | -26.3% | -34.6% |
| YTD | -30.2% | +2.0% | -32.2% | -30.7% |
| 1Y | -44.8% | +22.8% | -67.6% | -46.4% |
| 3Y | -66.6% | +120.6% | -187.2% | -70.5% |
| All | -81.6% | +135.8% | -217.4% | -84.0% |
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