+7.3%
EMB vs UTHR
+139.1%
-131.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.2% |
| 7D | +0.3% | -2.9% | +3.2% | +0.4% |
| 30D | -0.5% | -7.6% | +7.1% | -0.2% |
| 3M | +0.3% | -8.6% | +8.9% | +0.6% |
| 6M | +1.2% | +4.1% | -3.0% | +0.9% |
| YTD | +1.5% | +2.2% | -0.7% | +1.2% |
| 1Y | +4.8% | +26.2% | -21.4% | +3.6% |
| 3Y | +30.4% | +121.2% | -90.8% | +23.7% |
| 5Y | +7.3% | +136.5% | -129.3% | +0.7% |
| All | +7.3% | +139.1% | -131.8% | +0.7% |
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 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