+20.1%
CI vs UTHR
+31.0%
-10.9%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.5% | +2.5% |
| 7D | +2.6% | -2.1% | +4.7% | +2.7% |
| 30D | +7.3% | +7.2% | +0.1% | +7.1% |
| 3M | +9.5% | +11.1% | -1.6% | +9.2% |
| 6M | +6.4% | +4.2% | +2.2% | +6.5% |
| YTD | +12.0% | +20.8% | -8.8% | +10.9% |
| 1Y | +20.1% | +29.7% | -9.6% | +13.9% |
| All | +20.1% | +31.0% | -10.9% | +13.9% |
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