+18.1%
EW vs UTHR
+40.6%
-22.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.2% | +4.3% |
| 7D | +8.3% | +3.8% | +4.5% | +7.9% |
| 30D | +13.9% | +13.4% | +0.5% | +12.7% |
| 3M | +10.9% | +17.3% | -6.4% | +9.5% |
| 6M | +19.2% | +4.7% | +14.6% | +19.6% |
| YTD | +16.6% | +24.9% | -8.3% | +12.5% |
| 1Y | +18.1% | +39.1% | -21.1% | +12.6% |
| All | +18.1% | +40.6% | -22.5% | +12.6% |
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