-58.7%
FIG vs UTHR
+28.4%
-87.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.0% | -3.6% |
| 7D | -14.5% | +3.0% | -17.5% | -15.0% |
| 30D | -13.3% | -4.3% | -9.0% | -12.6% |
| 3M | +7.4% | -8.4% | +15.8% | +9.3% |
| 6M | -27.8% | -4.2% | -23.6% | -28.6% |
| YTD | -41.1% | +4.0% | -45.1% | -44.4% |
| 1Y | -58.7% | +25.5% | -84.2% | -61.9% |
| All | -58.7% | +28.4% | -87.2% | -61.9% |
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