-69.9%
CPNG vs UTHR
+207.2%
-277.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.3% | -3.3% |
| 7D | -6.3% | -2.9% | -3.4% | -6.1% |
| 30D | -8.7% | -7.6% | -1.2% | -8.2% |
| 3M | -2.4% | -8.6% | +6.1% | -1.7% |
| 6M | -22.3% | +4.1% | -26.5% | -22.9% |
| YTD | -37.2% | +2.2% | -39.4% | -37.6% |
| 1Y | -53.0% | +26.2% | -79.2% | -54.4% |
| 3Y | -20.0% | +121.2% | -141.2% | -29.0% |
| 5Y | -52.8% | +136.5% | -189.3% | -59.9% |
| All | -69.9% | +207.2% | -277.2% | -72.3% |
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