-9.6%
CNH vs UTHR
+196.1%
-205.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.4% | -4.5% |
| 7D | +4.5% | -2.1% | +6.6% | +4.7% |
| 30D | +7.6% | +7.2% | +0.5% | +7.0% |
| 3M | +17.0% | +11.1% | +5.9% | +15.7% |
| 6M | +12.9% | +4.2% | +8.8% | +12.4% |
| YTD | +34.3% | +20.8% | +13.5% | +31.1% |
| 1Y | +28.5% | +29.7% | -1.1% | +24.4% |
| 3Y | +31.9% | +164.1% | -132.3% | +10.4% |
| 5Y | -9.6% | +190.7% | -200.3% | -28.5% |
| All | -9.6% | +196.1% | -205.7% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling