+3,507.0%
COST vs UTHR
+7,277.3%
-3,770.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.8% |
| 7D | -3.2% | -2.9% | -0.3% | -3.0% |
| 30D | -4.0% | -7.6% | +3.6% | -3.4% |
| 3M | -6.5% | -8.6% | +2.1% | -5.9% |
| 6M | -8.5% | +4.1% | -12.7% | -9.0% |
| YTD | +6.0% | +2.2% | +3.8% | +5.5% |
| 1Y | -5.8% | +26.2% | -32.0% | -7.9% |
| 3Y | +71.8% | +121.2% | -49.4% | +59.0% |
| 5Y | +106.2% | +136.5% | -30.3% | +88.8% |
| 10Y | +602.0% | +300.1% | +301.9% | +505.0% |
| All | +3,507.0% | +7,277.3% | -3,770.4% | +2,509.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling