-37.1%
FIS vs UTHR
+23.3%
-60.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +1.1% | -5.4% | +6.5% | +1.0% |
| 30D | -2.2% | -6.0% | +3.8% | -2.3% |
| 3M | +2.1% | -11.0% | +13.1% | +2.3% |
| 6M | -14.7% | -0.5% | -14.1% | -14.0% |
| YTD | -35.7% | +0.1% | -35.8% | -35.7% |
| 1Y | -37.1% | +28.2% | -65.2% | -34.4% |
| All | -37.1% | +23.3% | -60.3% | -34.4% |
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