+2,105.4%
FIX vs UTHR
+133.0%
+1,972.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +6.0% | -5.4% | +11.4% | +6.8% |
| 30D | -7.2% | -6.0% | -1.2% | -6.5% |
| 3M | -15.9% | -11.0% | -4.9% | -14.7% |
| 6M | +12.7% | -0.5% | +13.3% | +12.3% |
| YTD | +72.8% | +0.1% | +72.7% | +71.6% |
| 1Y | +122.9% | +28.2% | +94.7% | +112.8% |
| 3Y | +774.3% | +113.8% | +660.5% | +633.7% |
| All | +2,105.4% | +133.0% | +1,972.4% | +1,623.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling