-10.8%
DOW vs UTHR
+310.2%
-321.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.9% |
| 7D | -2.4% | -5.4% | +3.0% | -1.3% |
| 30D | +0.4% | -6.0% | +6.4% | +1.6% |
| 3M | -14.4% | -11.0% | -3.4% | -12.4% |
| 6M | -7.0% | -0.5% | -6.4% | -7.7% |
| YTD | +30.2% | +0.1% | +30.1% | +28.5% |
| 1Y | +29.2% | +28.2% | +1.0% | +19.8% |
| 3Y | -36.7% | +113.8% | -150.5% | -51.2% |
| 5Y | -37.7% | +131.3% | -169.0% | -54.9% |
| All | -10.8% | +310.2% | -321.1% | -59.5% |
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