+25.6%
EOG vs UTHR
+125.3%
-99.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.6% | +1.0% |
| 7D | -1.3% | +3.0% | -4.3% | -1.5% |
| 30D | +3.4% | -4.3% | +7.7% | +3.6% |
| 3M | +7.8% | -8.4% | +16.2% | +8.4% |
| 6M | +13.4% | -4.2% | +17.6% | +13.4% |
| YTD | +43.5% | +4.0% | +39.5% | +42.6% |
| 1Y | +29.7% | +25.5% | +4.2% | +26.8% |
| All | +25.6% | +125.3% | -99.7% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling