+54.1%
CSX vs UTHR
+196.1%
-142.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.1% |
| 7D | +0.7% | -2.1% | +2.8% | +0.9% |
| 30D | +8.1% | +7.2% | +0.9% | +7.5% |
| 3M | +2.2% | +11.1% | -8.9% | +1.2% |
| 6M | +14.6% | +4.2% | +10.4% | +14.1% |
| YTD | +42.2% | +20.8% | +21.4% | +39.3% |
| 1Y | +47.3% | +29.7% | +17.6% | +43.3% |
| 3Y | +73.5% | +164.1% | -90.6% | +52.5% |
| 5Y | +54.1% | +190.7% | -136.6% | +31.4% |
| All | +54.1% | +196.1% | -142.0% | +31.4% |
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 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