+593.4%
CL vs UTHR
+8,226.2%
-7,632.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.1% |
| 7D | +1.3% | -6.1% | +7.5% | +1.6% |
| 30D | +11.4% | +3.1% | +8.2% | +11.2% |
| 3M | +4.4% | +5.5% | -1.0% | +4.0% |
| 6M | +10.8% | -5.8% | +16.6% | +11.0% |
| YTD | +25.1% | +15.3% | +9.8% | +23.9% |
| 1Y | +28.0% | +23.8% | +4.2% | +26.3% |
| 3Y | +37.6% | +146.3% | -108.7% | +30.2% |
| 5Y | +39.7% | +177.8% | -138.1% | +30.9% |
| 10Y | +75.8% | +392.4% | -316.6% | +58.5% |
| All | +593.4% | +8,226.2% | -7,632.8% | +377.9% |
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