+792.6%
CSGP vs UTHR
+8,914.7%
-8,122.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.2% | +2.8% | +3.8% |
| 7D | +18.3% | +3.8% | +14.5% | +17.7% |
| 30D | +17.8% | +13.4% | +4.3% | +15.6% |
| 3M | +9.3% | +17.3% | -8.1% | +6.4% |
| 6M | -7.9% | +4.7% | -12.6% | -8.8% |
| YTD | -51.5% | +24.9% | -76.4% | -53.6% |
| 1Y | -53.3% | +39.1% | -92.5% | -56.1% |
| 3Y | -57.9% | +171.1% | -229.0% | -65.3% |
| 5Y | -61.3% | +202.1% | -263.4% | -69.0% |
| 10Y | +77.5% | +433.1% | -355.6% | +25.2% |
| All | +792.6% | +8,914.7% | -8,122.1% | +505.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling