+607.8%
CIEN vs UTHR
+123.2%
+484.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.1% | +4.2% | +6.0% |
| 7D | -5.3% | -2.9% | -2.4% | -4.9% |
| 30D | -17.2% | -7.6% | -9.7% | -16.4% |
| 3M | -26.9% | -8.6% | -18.3% | -26.1% |
| 6M | +16.0% | +4.1% | +11.9% | +15.1% |
| YTD | +45.9% | +2.2% | +43.7% | +45.2% |
| 1Y | +186.8% | +26.2% | +160.6% | +179.5% |
| 3Y | +607.8% | +121.2% | +486.6% | +579.8% |
| All | +607.8% | +123.2% | +484.6% | +579.8% |
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 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