+296.5%
DD vs UTHR
+7,123.9%
-6,827.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -3.5% | -5.4% | +1.9% | -2.9% |
| 30D | -10.3% | -6.0% | -4.3% | -9.7% |
| 3M | -7.5% | -11.0% | +3.4% | -6.4% |
| 6M | -8.0% | -0.5% | -7.5% | -8.2% |
| YTD | +10.5% | +0.1% | +10.4% | +10.0% |
| 1Y | +38.3% | +28.2% | +10.1% | +33.6% |
| 3Y | +42.5% | +113.8% | -71.3% | +28.0% |
| 5Y | +60.2% | +131.3% | -71.1% | +41.5% |
| 10Y | +68.9% | +296.7% | -227.9% | +37.4% |
| All | +296.5% | +7,123.9% | -6,827.4% | +171.6% |
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