-75.0%
FRSH vs UTHR
+149.2%
-224.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -6.6% | +1.9% | -8.5% | -6.8% |
| 30D | +2.1% | -2.9% | +5.0% | +2.4% |
| 3M | +29.0% | -8.9% | +37.8% | +30.3% |
| 6M | +48.6% | -8.7% | +57.4% | +49.6% |
| YTD | -2.9% | +2.0% | -5.0% | -4.2% |
| 1Y | -7.9% | +22.8% | -30.7% | -12.0% |
| 3Y | -46.5% | +120.6% | -167.1% | -54.8% |
| All | -75.0% | +149.2% | -224.2% | -78.0% |
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