+1,738.2%
ETR vs UTHR
+7,123.9%
-5,385.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.4% |
| 7D | +1.4% | -5.4% | +6.8% | +1.8% |
| 30D | +1.0% | -6.0% | +7.0% | +1.3% |
| 3M | -1.3% | -11.0% | +9.7% | -0.6% |
| 6M | +1.9% | -0.5% | +2.4% | +1.8% |
| YTD | +18.2% | +0.1% | +18.1% | +17.9% |
| 1Y | +24.7% | +28.2% | -3.5% | +22.5% |
| 3Y | +150.7% | +113.8% | +36.9% | +137.2% |
| 5Y | +127.0% | +131.3% | -4.3% | +113.1% |
| 10Y | +295.5% | +296.7% | -1.3% | +255.6% |
| All | +1,738.2% | +7,123.9% | -5,385.7% | +1,369.7% |
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