+665.7%
FLEX vs UTHR
+8,529.0%
-7,863.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.6% | +8.4% | +11.2% |
| 7D | -7.2% | -2.3% | -4.9% | -6.4% |
| 30D | -34.8% | +6.1% | -40.8% | -35.6% |
| 3M | -35.6% | +8.1% | -43.7% | -37.1% |
| 6M | -45.0% | +3.1% | -48.1% | -45.8% |
| YTD | +29.4% | +19.5% | +9.8% | +22.5% |
| 1Y | +24.8% | +29.7% | -5.0% | +15.8% |
| 3Y | +304.4% | +162.7% | +141.7% | +203.8% |
| 5Y | +484.1% | +192.8% | +291.3% | +318.9% |
| 10Y | +640.4% | +348.1% | +292.3% | +359.4% |
| All | +665.7% | +8,529.0% | -7,863.3% | +107.1% |
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