+6.3%
FE vs UTHR
+25.5%
-19.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.2% | -0.4% |
| 7D | 0.0% | -6.1% | +6.1% | +0.1% |
| 30D | +5.2% | +3.1% | +2.1% | +5.1% |
| 3M | 0.0% | +5.5% | -5.5% | 0.0% |
| 6M | +5.0% | -5.8% | +10.9% | +5.4% |
| YTD | +7.9% | +15.3% | -7.5% | +8.3% |
| 1Y | +6.3% | +23.8% | -17.5% | +4.3% |
| All | +6.3% | +25.5% | -19.1% | +4.3% |
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