+500.2%
CVS vs UTHR
+7,123.9%
-6,623.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.4% |
| 7D | +4.0% | -5.4% | +9.4% | +4.5% |
| 30D | -2.4% | -6.0% | +3.6% | -1.8% |
| 3M | +2.7% | -11.0% | +13.6% | +3.8% |
| 6M | +21.9% | -0.5% | +22.4% | +21.7% |
| YTD | +24.7% | +0.1% | +24.7% | +24.3% |
| 1Y | +35.4% | +28.2% | +7.3% | +31.4% |
| 3Y | +65.2% | +113.8% | -48.6% | +49.6% |
| 5Y | +30.5% | +131.3% | -100.8% | +16.6% |
| 10Y | +40.4% | +296.7% | -256.4% | +15.9% |
| All | +500.2% | +7,123.9% | -6,623.6% | +284.4% |
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 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