+1,805.0%
GD vs UTHR
+7,123.9%
-5,318.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.7% |
| 7D | -5.3% | -5.4% | +0.1% | -4.8% |
| 30D | -6.4% | -6.0% | -0.4% | -5.9% |
| 3M | +5.7% | -11.0% | +16.7% | +6.8% |
| 6M | -0.9% | -0.5% | -0.4% | -1.1% |
| YTD | +8.2% | +0.1% | +8.1% | +7.7% |
| 1Y | +13.4% | +28.2% | -14.7% | +10.3% |
| 3Y | +68.5% | +113.8% | -45.3% | +54.5% |
| 5Y | +97.2% | +131.3% | -34.2% | +78.3% |
| 10Y | +190.2% | +296.7% | -106.5% | +145.0% |
| All | +1,805.0% | +7,123.9% | -5,318.9% | +1,313.0% |
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