+979.1%
CI vs UTHR
+7,123.9%
-6,144.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | +1.3% | -5.4% | +6.7% | +2.0% |
| 30D | +4.4% | -6.0% | +10.5% | +5.2% |
| 3M | +0.7% | -11.0% | +11.6% | +2.1% |
| 6M | +0.3% | -0.5% | +0.9% | +0.1% |
| YTD | +3.8% | +0.1% | +3.7% | +3.3% |
| 1Y | -5.5% | +28.2% | -33.7% | -9.1% |
| 3Y | +8.1% | +113.8% | -105.7% | -4.6% |
| 5Y | +42.8% | +131.3% | -88.5% | +23.8% |
| 10Y | +143.9% | +296.7% | -152.8% | +92.1% |
| All | +979.1% | +7,123.9% | -6,144.7% | +638.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling