+2,307.2%
EAT vs UTHR
+8,724.6%
-6,417.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.2% | +1.7% | +2.7% |
| 7D | -8.9% | -2.1% | -6.8% | -8.7% |
| 30D | +3.4% | +8.3% | -4.9% | +2.1% |
| 3M | -9.3% | +15.5% | -24.9% | -11.7% |
| 6M | +43.8% | +4.5% | +39.3% | +42.1% |
| YTD | +39.9% | +22.2% | +17.6% | +34.5% |
| 1Y | +89.7% | +29.7% | +60.0% | +80.8% |
| 3Y | +491.3% | +167.3% | +323.9% | +394.0% |
| 5Y | +365.4% | +196.5% | +168.9% | +277.4% |
| 10Y | +325.9% | +369.0% | -43.1% | +217.2% |
| All | +2,307.2% | +8,724.6% | -6,417.4% | +1,218.7% |
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