+18.6%
FTV vs UTHR
+193.6%
-175.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -0.7% | -2.1% | +1.5% | -0.4% |
| 30D | +18.3% | +8.3% | +10.1% | +17.3% |
| 3M | +10.2% | +15.5% | -5.3% | +8.3% |
| 6M | +12.8% | +4.5% | +8.3% | +12.1% |
| YTD | +23.4% | +22.2% | +1.1% | +19.8% |
| 1Y | +31.4% | +29.7% | +1.7% | +26.6% |
| 3Y | +38.7% | +167.3% | -128.6% | +18.7% |
| 5Y | +18.6% | +196.5% | -177.9% | -1.8% |
| All | +18.6% | +193.6% | -175.0% | -1.8% |
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