+71.5%
COPX vs UTHR
+25.4%
+46.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.1% |
| 7D | -2.3% | +1.9% | -4.3% | -2.6% |
| 30D | +0.3% | -2.9% | +3.1% | +0.7% |
| 3M | +6.8% | -8.9% | +15.7% | +8.3% |
| 6M | +7.9% | -8.7% | +16.7% | +9.8% |
| YTD | +23.7% | +2.0% | +21.7% | +23.6% |
| 1Y | +71.5% | +22.8% | +48.7% | +69.7% |
| All | +71.5% | +25.4% | +46.2% | +69.7% |
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