+12.2%
ETSY vs UTHR
+121.0%
-108.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +3.0% | +1.7% |
| 7D | -4.9% | +1.9% | -6.8% | -5.1% |
| 30D | -8.6% | -2.9% | -5.8% | -8.5% |
| 3M | +4.8% | -8.9% | +13.6% | +5.5% |
| 6M | +38.1% | -8.7% | +46.8% | +38.9% |
| YTD | +31.2% | +2.0% | +29.2% | +30.5% |
| 1Y | +22.1% | +22.8% | -0.7% | +18.6% |
| 3Y | +12.2% | +120.6% | -108.4% | -2.8% |
| All | +12.2% | +121.0% | -108.7% | -2.8% |
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 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