+1,051.1%
FIX vs UTHR
+195.4%
+855.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | +16.9% | +4.9% | +12.0% | +16.3% |
| 30D | -30.6% | +9.2% | -39.8% | -31.3% |
| 3M | -35.1% | +15.9% | -51.0% | -36.2% |
| 6M | -44.0% | +2.0% | -46.0% | -44.2% |
| YTD | +21.0% | +21.8% | -0.7% | +17.5% |
| 1Y | +16.2% | +28.6% | -12.4% | +11.9% |
| 3Y | +506.9% | +166.2% | +340.6% | +401.0% |
| 5Y | +1,051.1% | +191.8% | +859.3% | +793.4% |
| All | +1,051.1% | +195.4% | +855.7% | +793.4% |
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 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