+11,232.0%
FIX vs UTHR
+7,123.9%
+4,108.2%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.4% |
| YTD | +72.8% | +0.1% | +72.7% | +71.8% |
| 1Y | +122.9% | +28.2% | +94.7% | +113.7% |
| 3Y | +774.3% | +113.8% | +660.5% | +667.4% |
| 5Y | +2,049.5% | +131.3% | +1,918.2% | +1,750.8% |
| 10Y | +5,821.5% | +296.7% | +5,524.7% | +4,527.7% |
| All | +11,232.0% | +7,123.9% | +4,108.2% | +7,511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling