-24.8%
EXE vs UTHR
+30.1%
-55.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | +2.9% | +4.9% | -2.0% | +2.5% |
| 30D | -4.9% | +9.2% | -14.1% | -5.5% |
| 3M | -8.3% | +15.9% | -24.2% | -9.1% |
| 6M | -7.8% | +2.0% | -9.8% | -7.6% |
| YTD | -19.0% | +21.8% | -40.8% | -21.3% |
| 1Y | -24.8% | +28.6% | -53.4% | -31.1% |
| All | -24.8% | +30.1% | -55.0% | -31.1% |
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