+168.1%
COPX vs UTHR
+125.3%
+42.8%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.7% |
| 7D | +6.0% | +3.0% | +3.0% | +5.6% |
| 30D | +6.4% | -4.3% | +10.7% | +6.9% |
| 3M | +19.3% | -8.4% | +27.7% | +20.3% |
| 6M | +16.2% | -4.2% | +20.5% | +16.7% |
| YTD | +33.2% | +4.0% | +29.1% | +32.3% |
| 1Y | +90.2% | +25.5% | +64.7% | +85.5% |
| All | +168.1% | +125.3% | +42.8% | +141.0% |
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