+134.3%
CNI vs UTHR
+313.7%
-179.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -0.4% | +1.9% | -2.3% | -0.6% |
| 30D | -2.7% | -2.9% | +0.2% | -2.4% |
| 3M | +3.9% | -8.9% | +12.8% | +5.1% |
| 6M | +16.4% | -8.7% | +25.1% | +17.4% |
| YTD | +25.8% | +2.0% | +23.8% | +24.7% |
| 1Y | +32.4% | +22.8% | +9.6% | +27.6% |
| 3Y | +19.1% | +120.6% | -101.5% | +2.1% |
| 5Y | +13.6% | +136.4% | -122.9% | -5.4% |
| All | +134.3% | +313.7% | -179.4% | +63.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling