+67.8%
CSX vs UTHR
+133.0%
-65.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -3.4% | -5.4% | +2.0% | -2.9% |
| 30D | -3.1% | -6.0% | +3.0% | -2.6% |
| 3M | +7.2% | -11.0% | +18.1% | +8.3% |
| 6M | +16.2% | -0.5% | +16.7% | +16.0% |
| YTD | +37.5% | +0.1% | +37.5% | +37.1% |
| 1Y | +53.2% | +28.2% | +25.1% | +48.8% |
| 3Y | +68.2% | +113.8% | -45.6% | +50.9% |
| All | +67.8% | +133.0% | -65.2% | +47.0% |
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 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