+20.1%
COMP vs UTHR
+40.6%
-20.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.2% | +6.5% | +7.6% |
| 7D | +9.5% | +3.8% | +5.7% | +9.1% |
| 30D | +8.1% | +13.4% | -5.4% | +7.0% |
| 3M | -16.3% | +17.3% | -33.6% | -17.1% |
| 6M | +42.2% | +4.7% | +37.5% | +43.6% |
| YTD | -5.0% | +24.9% | -29.9% | -4.2% |
| 1Y | +20.1% | +39.1% | -19.0% | +18.4% |
| All | +20.1% | +40.6% | -20.5% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling