+14.7%
D vs UTHR
+30.1%
-15.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | -3.1% | +4.9% | -7.9% | -3.2% |
| 30D | +8.4% | +9.2% | -0.8% | +8.2% |
| 3M | +0.2% | +15.9% | -15.7% | 0.0% |
| 6M | +9.5% | +2.0% | +7.5% | +9.4% |
| YTD | +18.8% | +21.8% | -3.0% | +18.4% |
| 1Y | +14.7% | +28.6% | -13.8% | +12.8% |
| All | +14.7% | +30.1% | -15.4% | +12.8% |
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