+2.7%
EXE vs UTHR
+24.4%
-21.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.3% |
| 7D | -2.2% | +2.8% | -5.0% | -2.5% |
| 30D | -0.8% | -2.3% | +1.5% | -0.6% |
| 3M | +10.0% | -7.4% | +17.4% | +10.7% |
| 6M | -6.3% | -6.0% | -0.4% | -6.0% |
| YTD | -10.7% | +3.4% | -14.1% | -12.0% |
| 1Y | +2.7% | +27.1% | -24.4% | -0.5% |
| All | +2.7% | +24.4% | -21.7% | -0.5% |
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