+4.4%
FE vs UTHR
+30.1%
-25.7%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | -0.3% | +4.9% | -5.2% | -0.4% |
| 30D | +3.9% | +9.2% | -5.3% | +3.7% |
| 3M | -0.1% | +15.9% | -16.0% | -0.4% |
| 6M | +6.1% | +2.0% | +4.1% | +6.2% |
| YTD | +8.1% | +21.8% | -13.7% | +8.3% |
| 1Y | +4.4% | +28.6% | -24.1% | +2.8% |
| All | +4.4% | +30.1% | -25.7% | +2.8% |
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