-34.6%
ELAN vs UTHR
+300.6%
-335.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.5% | -2.1% |
| 7D | -4.6% | +3.0% | -7.6% | -5.2% |
| 30D | +5.7% | -4.3% | +10.0% | +6.6% |
| 3M | -3.9% | -8.4% | +4.5% | -2.3% |
| 6M | -1.6% | -4.2% | +2.6% | -0.8% |
| YTD | +4.1% | +4.0% | 0.0% | +2.8% |
| 1Y | +25.5% | +25.5% | 0.0% | +18.9% |
| 3Y | +103.2% | +125.1% | -21.9% | +61.7% |
| 5Y | -29.8% | +140.3% | -170.1% | -46.4% |
| All | -34.6% | +300.6% | -335.2% | -62.8% |
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