+218.9%
CRWD vs UTHR
+138.8%
+80.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | -2.8% | +2.8% | -5.6% | -2.9% |
| 30D | -5.9% | -2.3% | -3.6% | -5.8% |
| 3M | +29.0% | -7.4% | +36.4% | +29.3% |
| 6M | +91.5% | -6.0% | +97.4% | +91.5% |
| YTD | +78.2% | +3.4% | +74.8% | +77.4% |
| 1Y | +96.6% | +27.1% | +69.6% | +94.0% |
| 3Y | +397.0% | +123.8% | +273.2% | +387.1% |
| 5Y | +218.9% | +139.6% | +79.2% | +218.2% |
| All | +218.9% | +138.8% | +80.1% | +218.2% |
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