-62.8%
CSGP vs UTHR
+114.7%
-177.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.4% |
| 7D | -4.1% | -5.4% | +1.3% | -4.0% |
| 30D | +2.3% | -6.0% | +8.4% | +2.4% |
| 3M | -8.2% | -11.0% | +2.8% | -8.0% |
| 6M | -35.1% | -0.5% | -34.5% | -35.0% |
| YTD | -54.0% | +0.1% | -54.1% | -54.0% |
| 1Y | -65.3% | +28.2% | -93.5% | -65.8% |
| All | -62.8% | +114.7% | -177.5% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling