-42.7%
FIS vs UTHR
+28.4%
-71.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.4% |
| 7D | -9.1% | +3.0% | -12.1% | -9.0% |
| 30D | -10.4% | -4.3% | -6.1% | -10.3% |
| 3M | -3.7% | -8.4% | +4.7% | -3.5% |
| 6M | -24.8% | -4.2% | -20.5% | -24.4% |
| YTD | -41.6% | +4.0% | -45.6% | -41.5% |
| 1Y | -42.7% | +25.5% | -68.3% | -39.9% |
| All | -42.7% | +28.4% | -71.2% | -39.9% |
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