-36.0%
DOW vs UTHR
+140.2%
-176.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | -6.0% | +3.0% | -9.0% | -6.3% |
| 30D | -2.7% | -4.3% | +1.6% | -2.3% |
| 3M | -10.5% | -8.4% | -2.1% | -9.7% |
| 6M | -12.4% | -4.2% | -8.2% | -12.3% |
| YTD | +30.0% | +4.0% | +26.0% | +28.5% |
| 1Y | +27.8% | +25.5% | +2.3% | +23.1% |
| 3Y | -34.9% | +125.1% | -160.1% | -43.6% |
| All | -36.0% | +140.2% | -176.2% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling