-13.4%
FND vs UTHR
+40.6%
-54.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.2% | +9.7% | +10.9% |
| 7D | +12.3% | +3.8% | +8.6% | +12.3% |
| 30D | +14.7% | +13.4% | +1.3% | +14.9% |
| 3M | -12.0% | +17.3% | -29.3% | -11.4% |
| 6M | +10.8% | +4.7% | +6.1% | +11.5% |
| YTD | -12.3% | +24.9% | -37.2% | -11.1% |
| 1Y | -13.4% | +39.1% | -52.5% | -12.7% |
| All | -13.4% | +40.6% | -54.0% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling