+47.7%
CI vs UTHR
+179.7%
-132.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.6% |
| 7D | -1.6% | -6.1% | +4.6% | -1.0% |
| 30D | +5.4% | +3.1% | +2.3% | +5.1% |
| 3M | +7.3% | +5.5% | +1.8% | +6.6% |
| 6M | +5.3% | -5.8% | +11.1% | +5.8% |
| YTD | +8.5% | +15.3% | -6.9% | +6.4% |
| 1Y | +17.1% | +23.8% | -6.7% | +14.0% |
| 3Y | +1.4% | +146.3% | -144.9% | -14.1% |
| All | +47.7% | +179.7% | -132.0% | +21.8% |
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