-2.1%
EME vs UTHR
+40.6%
-42.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -9.6% |
| 7D | -5.8% | +3.8% | -9.5% | -5.8% |
| 30D | -17.9% | +13.4% | -31.4% | -18.1% |
| 3M | -22.0% | +17.3% | -39.3% | -22.1% |
| 6M | -29.7% | +4.7% | -34.4% | -29.5% |
| YTD | +4.7% | +24.9% | -20.2% | +5.6% |
| 1Y | -2.1% | +39.1% | -41.3% | -8.6% |
| All | -2.1% | +40.6% | -42.7% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling