+3,644.4%
FIX vs UTHR
+349.3%
+3,295.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.7% | -0.9% |
| 7D | -13.9% | -2.1% | -11.8% | -13.5% |
| 30D | -35.5% | +7.2% | -42.7% | -36.4% |
| 3M | -33.9% | +11.1% | -45.1% | -35.6% |
| 6M | -43.3% | +4.2% | -47.5% | -44.1% |
| YTD | +18.7% | +20.8% | -2.1% | +12.5% |
| 1Y | +13.8% | +29.7% | -15.9% | +6.1% |
| 3Y | +495.0% | +164.1% | +330.8% | +344.9% |
| 5Y | +1,049.0% | +190.7% | +858.4% | +714.9% |
| 10Y | +3,644.4% | +355.4% | +3,289.0% | +1,979.4% |
| All | +3,644.4% | +349.3% | +3,295.1% | +1,979.4% |
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 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