-74.9%
FRSH vs UTHR
+154.1%
-229.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.6% |
| 7D | -9.6% | +3.0% | -12.6% | -9.9% |
| 30D | -0.4% | -4.3% | +3.9% | +0.1% |
| 3M | +27.2% | -8.4% | +35.6% | +28.4% |
| 6M | +42.2% | -4.2% | +46.4% | +42.3% |
| YTD | -2.6% | +4.0% | -6.6% | -4.1% |
| 1Y | -10.2% | +25.5% | -35.7% | -14.4% |
| 3Y | -45.5% | +125.1% | -170.6% | -54.0% |
| All | -74.9% | +154.1% | -229.0% | -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 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