+231.7%
CTVA vs UTHR
+467.1%
-235.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.7% |
| 7D | +4.9% | -5.4% | +10.3% | +6.2% |
| 30D | +11.9% | -6.0% | +18.0% | +13.3% |
| 3M | +13.7% | -11.0% | +24.6% | +16.4% |
| 6M | +13.1% | -0.5% | +13.7% | +12.5% |
| YTD | +32.0% | +0.1% | +31.9% | +30.6% |
| 1Y | +22.1% | +28.2% | -6.1% | +13.4% |
| 3Y | +77.5% | +113.8% | -36.3% | +35.1% |
| 5Y | +106.3% | +131.3% | -25.0% | +47.2% |
| All | +231.7% | +467.1% | -235.5% | +43.1% |
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