+65.9%
CSCO vs UTHR
+28.4%
+37.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.5% | +0.4% |
| 7D | 0.0% | +3.0% | -3.0% | +0.3% |
| 30D | -10.7% | -4.3% | -6.4% | -11.2% |
| 3M | -8.7% | -8.4% | -0.4% | -9.7% |
| 6M | +44.9% | -4.2% | +49.1% | +44.2% |
| YTD | +44.1% | +4.0% | +40.1% | +44.7% |
| 1Y | +65.9% | +25.5% | +40.4% | +72.2% |
| All | +65.9% | +28.4% | +37.4% | +72.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling