+12.2%
GAP vs UTHR
+139.1%
-126.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.4% |
| 7D | +1.7% | -2.9% | +4.6% | +2.0% |
| 30D | +9.3% | -7.6% | +16.9% | +10.2% |
| 3M | +6.1% | -8.6% | +14.7% | +7.0% |
| 6M | -2.3% | +4.1% | -6.4% | -3.3% |
| YTD | -10.6% | +2.2% | -12.8% | -11.5% |
| 1Y | -4.4% | +26.2% | -30.6% | -8.1% |
| 3Y | +118.3% | +121.2% | -2.9% | +90.9% |
| 5Y | +12.2% | +136.5% | -124.3% | -7.7% |
| All | +12.2% | +139.1% | -126.9% | -7.7% |
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 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