+73.7%
EXE vs UTHR
+193.6%
-119.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +1.5% | -2.1% | +3.6% | +1.7% |
| 30D | -0.2% | +8.3% | -8.5% | -1.1% |
| 3M | -9.2% | +15.5% | -24.8% | -10.9% |
| 6M | -7.2% | +4.5% | -11.8% | -7.9% |
| YTD | -18.3% | +22.2% | -40.5% | -20.8% |
| 1Y | -23.6% | +29.7% | -53.3% | -26.5% |
| 3Y | +21.9% | +167.3% | -145.4% | +2.9% |
| 5Y | +73.7% | +196.5% | -122.8% | +40.1% |
| All | +73.7% | +193.6% | -119.9% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling