-21.4%
DOW vs UTHR
+168.1%
-189.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.2% | +2.2% | +3.3% |
| 7D | -0.5% | -2.1% | +1.6% | -0.3% |
| 30D | +15.7% | +8.3% | +7.4% | +15.0% |
| 3M | +5.3% | +15.5% | -10.2% | +4.0% |
| 6M | -14.2% | +4.5% | -18.7% | -14.6% |
| YTD | +43.9% | +22.2% | +21.7% | +40.5% |
| 1Y | +53.1% | +29.7% | +23.3% | +48.4% |
| All | -21.4% | +168.1% | -189.6% | -32.1% |
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