+8.8%
COMP vs UTHR
+32.3%
-23.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.6% |
| 7D | +2.2% | -2.1% | +4.3% | +2.4% |
| 30D | +16.3% | +8.3% | +8.0% | +15.8% |
| 3M | -19.1% | +15.5% | -34.7% | -19.5% |
| 6M | +17.1% | +4.5% | +12.6% | +18.1% |
| YTD | -2.9% | +22.2% | -25.2% | -1.6% |
| 1Y | +8.8% | +29.7% | -20.9% | +17.1% |
| All | +8.8% | +32.3% | -23.5% | +17.1% |
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 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