+817.9%
EMR vs UTHR
+7,123.9%
-6,305.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.3% | +1.8% |
| 7D | -1.5% | -5.4% | +3.9% | -0.8% |
| 30D | -5.6% | -6.0% | +0.4% | -4.9% |
| 3M | +7.9% | -11.0% | +18.9% | +9.4% |
| 6M | +6.0% | -0.5% | +6.6% | +5.8% |
| YTD | +16.4% | +0.1% | +16.4% | +15.8% |
| 1Y | +16.6% | +28.2% | -11.5% | +12.1% |
| 3Y | +62.9% | +113.8% | -51.0% | +43.8% |
| 5Y | +60.1% | +131.3% | -71.2% | +38.5% |
| 10Y | +268.7% | +296.7% | -28.0% | +189.8% |
| All | +817.9% | +7,123.9% | -6,305.9% | +416.3% |
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