+19.1%
CNI vs UTHR
+121.0%
-101.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +0.9% |
| 7D | -0.4% | +1.9% | -2.3% | -0.4% |
| 30D | -2.7% | -2.9% | +0.2% | -2.6% |
| 3M | +3.9% | -8.9% | +12.8% | +4.2% |
| 6M | +16.4% | -8.7% | +25.1% | +16.6% |
| YTD | +25.8% | +2.0% | +23.8% | +25.5% |
| 1Y | +32.4% | +22.8% | +9.6% | +31.0% |
| 3Y | +19.1% | +120.6% | -101.5% | +17.9% |
| All | +19.1% | +121.0% | -101.9% | +17.9% |
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