+98.8%
CVE vs UTHR
+23.3%
+75.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | +2.5% | -5.4% | +7.9% | +2.2% |
| 30D | +16.7% | -6.0% | +22.8% | +16.4% |
| 3M | +9.3% | -11.0% | +20.2% | +8.6% |
| 6M | +43.6% | -0.5% | +44.1% | +43.1% |
| YTD | +93.6% | +0.1% | +93.5% | +93.4% |
| 1Y | +98.8% | +28.2% | +70.6% | +103.2% |
| All | +98.8% | +23.3% | +75.5% | +103.2% |
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