+94.1%
CRH vs UTHR
+135.8%
-41.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.2% |
| 7D | -6.1% | +1.9% | -8.0% | -6.3% |
| 30D | -9.3% | -2.9% | -6.4% | -9.0% |
| 3M | -15.2% | -8.9% | -6.3% | -14.3% |
| 6M | -14.2% | -8.7% | -5.5% | -13.4% |
| YTD | -28.3% | +2.0% | -30.3% | -28.8% |
| 1Y | -21.8% | +22.8% | -44.6% | -24.5% |
| 3Y | +71.6% | +120.6% | -49.0% | +44.9% |
| All | +94.1% | +135.8% | -41.7% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling