-58.4%
CSGP vs UTHR
+152.2%
-210.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.0% | +5.4% | -1.5% |
| 7D | +13.9% | -4.7% | +18.6% | +14.0% |
| 30D | +16.0% | +4.4% | +11.5% | +16.0% |
| 3M | +6.1% | +9.0% | -2.9% | +6.0% |
| 6M | -8.2% | -1.1% | -7.0% | -8.2% |
| YTD | -52.3% | +16.1% | -68.4% | -52.3% |
| 1Y | -54.5% | +26.4% | -80.9% | -54.6% |
| All | -58.4% | +152.2% | -210.6% | -60.4% |
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