-51.1%
FIS vs UTHR
+40.6%
-91.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +1.2% | -24.9% | -23.7% |
| 7D | -18.4% | +3.8% | -22.2% | -18.5% |
| 30D | -11.4% | +13.4% | -24.8% | -11.6% |
| 3M | -32.0% | +17.3% | -49.3% | -32.0% |
| 6M | -35.6% | +4.7% | -40.3% | -35.0% |
| YTD | -53.8% | +24.9% | -78.7% | -54.5% |
| 1Y | -51.1% | +39.1% | -90.2% | -52.3% |
| All | -51.1% | +40.6% | -91.7% | -52.3% |
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