+366.1%
DD vs UTHR
+8,689.8%
-8,323.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +6.7% | +4.9% | +1.9% | +6.2% |
| 30D | +19.4% | +9.2% | +10.2% | +18.2% |
| 3M | +7.6% | +15.9% | -8.3% | +5.6% |
| 6M | +2.9% | +2.0% | +0.9% | +2.4% |
| YTD | +29.9% | +21.8% | +8.1% | +26.2% |
| 1Y | +28.6% | +28.6% | +0.1% | +24.2% |
| 3Y | +90.0% | +166.2% | -76.2% | +66.2% |
| 5Y | +68.1% | +191.8% | -123.7% | +44.5% |
| 10Y | +98.7% | +367.2% | -268.5% | +58.5% |
| All | +366.1% | +8,689.8% | -8,323.7% | +211.7% |
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