+72.0%
CNP vs UTHR
+139.1%
-67.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.9% |
| 7D | +1.6% | -2.9% | +4.5% | +1.9% |
| 30D | -0.8% | -7.6% | +6.8% | -0.1% |
| 3M | -3.6% | -8.6% | +5.0% | -2.8% |
| 6M | -6.9% | +4.1% | -11.1% | -7.6% |
| YTD | +6.4% | +2.2% | +4.2% | +5.8% |
| 1Y | +9.9% | +26.2% | -16.2% | +6.7% |
| 3Y | +53.1% | +121.2% | -68.1% | +33.9% |
| 5Y | +72.0% | +136.5% | -64.6% | +45.1% |
| All | +72.0% | +139.1% | -67.1% | +45.1% |
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 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