+163.9%
CIEN vs UTHR
+8,658.1%
-8,494.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.2% | -4.5% |
| 7D | +15.3% | +5.2% | +10.1% | +13.9% |
| 30D | -22.0% | +9.5% | -31.5% | -23.7% |
| 3M | -36.6% | +17.9% | -54.6% | -39.4% |
| 6M | -51.5% | +2.0% | -53.5% | -51.9% |
| YTD | +20.0% | +21.3% | -1.4% | +13.1% |
| 1Y | +44.5% | +27.9% | +16.6% | +34.2% |
| 3Y | +539.0% | +162.3% | +376.7% | +371.8% |
| 5Y | +356.8% | +190.7% | +166.1% | +220.2% |
| 10Y | +1,190.4% | +365.5% | +824.9% | +645.3% |
| All | +163.9% | +8,658.1% | -8,494.2% | -24.2% |
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