-34.6%
DOW vs UTHR
+123.2%
-157.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.3% |
| 7D | -2.9% | -2.9% | 0.0% | -2.7% |
| 30D | +2.0% | -7.6% | +9.5% | +2.6% |
| 3M | -12.5% | -8.6% | -4.0% | -11.9% |
| 6M | -9.2% | +4.1% | -13.3% | -10.0% |
| YTD | +30.8% | +2.2% | +28.6% | +29.7% |
| 1Y | +29.4% | +26.2% | +3.2% | +25.1% |
| 3Y | -34.6% | +121.2% | -155.8% | -41.3% |
| All | -34.6% | +123.2% | -157.7% | -41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling