+872.6%
ES vs UTHR
+8,226.2%
-7,353.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.9% |
| 7D | +1.9% | -6.1% | +8.0% | +2.3% |
| 30D | +7.1% | +3.1% | +3.9% | +6.8% |
| 3M | -1.9% | +5.5% | -7.4% | -2.4% |
| 6M | +4.4% | -5.8% | +10.2% | +4.6% |
| YTD | +7.3% | +15.3% | -8.0% | +6.0% |
| 1Y | +2.1% | +23.8% | -21.7% | +0.4% |
| 3Y | +41.8% | +146.3% | -104.5% | +32.4% |
| 5Y | +1.4% | +177.8% | -176.4% | -6.4% |
| 10Y | +86.8% | +392.4% | -305.6% | +64.0% |
| All | +872.6% | +8,226.2% | -7,353.7% | +618.9% |
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