+7.8%
CNH vs UTHR
+123.2%
-115.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.7% | -5.6% |
| 7D | +8.8% | -2.9% | +11.7% | +8.9% |
| 30D | +24.7% | -7.6% | +32.2% | +25.1% |
| 3M | +27.3% | -8.6% | +35.9% | +27.9% |
| 6M | +23.2% | +4.1% | +19.0% | +22.5% |
| YTD | +48.9% | +2.2% | +46.7% | +48.3% |
| 1Y | +19.4% | +26.2% | -6.8% | +17.0% |
| 3Y | +7.8% | +121.2% | -113.4% | -4.9% |
| All | +7.8% | +123.2% | -115.4% | -4.9% |
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 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