+5,831.7%
FIX vs UTHR
+299.3%
+5,532.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +6.0% | -5.4% | +11.4% | +7.3% |
| 30D | -7.2% | -6.0% | -1.2% | -6.1% |
| 3M | -15.9% | -11.0% | -4.9% | -14.0% |
| 6M | +12.7% | -0.5% | +13.3% | +12.0% |
| YTD | +72.8% | +0.1% | +72.7% | +70.9% |
| 1Y | +122.9% | +28.2% | +94.7% | +107.4% |
| 3Y | +774.3% | +113.8% | +660.5% | +585.1% |
| 5Y | +2,049.5% | +131.3% | +1,918.2% | +1,507.1% |
| All | +5,831.7% | +299.3% | +5,532.4% | +3,259.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling