+18.9%
ES vs UTHR
+24.8%
-5.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.5% |
| 7D | +1.4% | -2.9% | +4.3% | +1.5% |
| 30D | -1.2% | -7.6% | +6.4% | -0.8% |
| 3M | +5.0% | -8.6% | +13.6% | +5.5% |
| 6M | -2.8% | +4.1% | -7.0% | -2.2% |
| YTD | +8.6% | +2.2% | +6.4% | +9.2% |
| 1Y | +18.9% | +26.2% | -7.3% | +15.8% |
| All | +18.9% | +24.8% | -5.9% | +15.8% |
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 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