+5.9%
CI vs UTHR
+118.3%
-112.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | +1.3% | -5.4% | +6.7% | +1.5% |
| 30D | +4.4% | -6.0% | +10.5% | +4.7% |
| 3M | +0.7% | -11.0% | +11.6% | +1.1% |
| 6M | +0.3% | -0.5% | +0.9% | +0.4% |
| YTD | +3.8% | +0.1% | +3.7% | +3.7% |
| 1Y | -5.5% | +28.2% | -33.7% | -6.4% |
| All | +5.9% | +118.3% | -112.4% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling