+511.9%
EL vs UTHR
+7,123.9%
-6,611.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.0% |
| 7D | +0.8% | -5.4% | +6.2% | +1.3% |
| 30D | +19.8% | -6.0% | +25.9% | +20.6% |
| 3M | +25.7% | -11.0% | +36.7% | +27.1% |
| 6M | +5.4% | -0.5% | +6.0% | +5.4% |
| YTD | +0.2% | +0.1% | +0.1% | -0.1% |
| 1Y | +20.4% | +28.2% | -7.7% | +17.1% |
| 3Y | -32.1% | +113.8% | -146.0% | -38.2% |
| 5Y | -67.2% | +131.3% | -198.5% | -70.6% |
| 10Y | +31.7% | +296.7% | -265.0% | +9.7% |
| All | +511.9% | +7,123.9% | -6,611.9% | +301.7% |
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