+21.6%
CTAS vs UTHR
+29.3%
-7.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +1.7% | +5.2% | -3.4% | +1.6% |
| 30D | +8.4% | +9.5% | -1.0% | +8.3% |
| 3M | +13.0% | +17.9% | -4.9% | +13.0% |
| 6M | +39.1% | +2.0% | +37.1% | +39.4% |
| YTD | +21.2% | +21.3% | -0.1% | +21.7% |
| 1Y | +21.6% | +27.9% | -6.3% | +18.2% |
| All | +21.6% | +29.3% | -7.7% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling