+1,447.6%
CIEN vs UTHR
+321.8%
+1,125.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.7% | -1.3% |
| 7D | -4.6% | +3.0% | -7.6% | -5.1% |
| 30D | -12.8% | -4.3% | -8.5% | -12.1% |
| 3M | -23.1% | -8.4% | -14.7% | -21.8% |
| 6M | +6.1% | -4.2% | +10.3% | +6.5% |
| YTD | +44.5% | +4.0% | +40.5% | +42.6% |
| 1Y | +176.6% | +25.5% | +151.1% | +162.4% |
| 3Y | +601.0% | +125.1% | +475.8% | +466.9% |
| 5Y | +509.1% | +140.3% | +368.8% | +374.2% |
| All | +1,447.6% | +321.8% | +1,125.8% | +831.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling