+115.6%
CRBG vs UTHR
+125.2%
-9.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.8% | +1.6% |
| 7D | +0.6% | +1.9% | -1.4% | +0.4% |
| 30D | +2.6% | -2.9% | +5.5% | +2.9% |
| 3M | +24.0% | -8.9% | +32.8% | +25.2% |
| 6M | +50.5% | -8.7% | +59.3% | +51.7% |
| YTD | +17.1% | +2.0% | +15.1% | +16.2% |
| 1Y | +5.9% | +22.8% | -16.9% | +2.4% |
| 3Y | +122.7% | +120.6% | +2.1% | +95.4% |
| All | +115.6% | +125.2% | -9.5% | +80.9% |
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