+7,649.3%
CMI vs UTHR
+7,277.3%
+372.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.2% |
| 7D | +1.9% | -2.9% | +4.8% | +2.3% |
| 30D | -12.5% | -7.6% | -4.9% | -11.5% |
| 3M | -16.2% | -8.6% | -7.6% | -15.2% |
| 6M | +4.9% | +4.1% | +0.7% | +3.8% |
| YTD | +11.1% | +2.2% | +8.9% | +10.2% |
| 1Y | +43.4% | +26.2% | +17.2% | +37.5% |
| 3Y | +154.1% | +121.2% | +32.9% | +119.1% |
| 5Y | +169.5% | +136.5% | +32.9% | +127.2% |
| 10Y | +503.8% | +300.1% | +203.7% | +351.7% |
| All | +7,649.3% | +7,277.3% | +372.0% | +3,835.0% |
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