+368.9%
DD vs UTHR
+8,724.6%
-8,355.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.9% |
| 7D | +3.2% | -2.1% | +5.3% | +3.5% |
| 30D | +20.3% | +8.3% | +12.0% | +19.2% |
| 3M | +8.2% | +15.5% | -7.4% | +6.2% |
| 6M | +3.4% | +4.5% | -1.1% | +2.6% |
| YTD | +30.6% | +22.2% | +8.4% | +26.9% |
| 1Y | +30.6% | +29.7% | +0.9% | +26.0% |
| 3Y | +91.1% | +167.3% | -76.2% | +67.1% |
| 5Y | +68.6% | +196.5% | -127.9% | +44.6% |
| 10Y | +99.9% | +369.0% | -269.1% | +59.3% |
| All | +368.9% | +8,724.6% | -8,355.7% | +213.3% |
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