+2,159.9%
FTI vs UTHR
+7,401.7%
-5,241.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +5.3% | -5.4% | +10.7% | +6.5% |
| 30D | +15.3% | -6.0% | +21.4% | +16.7% |
| 3M | +15.8% | -11.0% | +26.7% | +18.4% |
| 6M | +22.6% | -0.5% | +23.1% | +21.6% |
| YTD | +79.5% | +0.1% | +79.5% | +77.3% |
| 1Y | +102.0% | +28.2% | +73.9% | +88.3% |
| 3Y | +315.8% | +113.8% | +202.0% | +235.2% |
| 5Y | +1,129.5% | +131.3% | +998.2% | +859.0% |
| 10Y | +320.9% | +296.7% | +24.2% | +178.8% |
| All | +2,159.9% | +7,401.7% | -5,241.7% | +746.2% |
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