+59.6%
DD vs UTHR
+140.7%
-81.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.4% | -2.8% |
| 7D | -3.8% | +3.0% | -6.8% | -4.2% |
| 30D | -9.2% | -4.3% | -4.9% | -8.7% |
| 3M | -9.0% | -8.4% | -0.6% | -7.9% |
| 6M | -5.0% | -4.2% | -0.7% | -4.6% |
| YTD | +7.4% | +4.0% | +3.4% | +6.2% |
| 1Y | +35.1% | +25.5% | +9.6% | +29.6% |
| 3Y | +43.2% | +125.1% | -81.9% | +19.4% |
| 5Y | +59.6% | +140.3% | -80.7% | +28.0% |
| All | +59.6% | +140.7% | -81.1% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling