+281.8%
GE vs UTHR
+123.2%
+158.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -0.9% |
| 7D | +1.2% | -2.9% | +4.0% | +1.5% |
| 30D | -9.5% | -7.6% | -1.9% | -8.8% |
| 3M | +4.1% | -8.6% | +12.7% | +5.1% |
| 6M | +3.9% | +4.1% | -0.2% | +3.3% |
| YTD | +9.0% | +2.2% | +6.8% | +8.5% |
| 1Y | +21.9% | +26.2% | -4.3% | +18.4% |
| 3Y | +281.8% | +121.2% | +160.6% | +249.5% |
| All | +281.8% | +123.2% | +158.6% | +249.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling