+20.6%
GEN vs UTHR
+139.1%
-118.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.9% | -2.9% |
| 7D | -0.7% | -2.9% | +2.2% | -0.5% |
| 30D | +2.6% | -7.6% | +10.2% | +3.3% |
| 3M | +15.8% | -8.6% | +24.4% | +16.6% |
| 6M | +33.1% | +4.1% | +29.0% | +31.9% |
| YTD | +11.3% | +2.2% | +9.1% | +10.2% |
| 1Y | +1.7% | +26.2% | -24.5% | -1.9% |
| 3Y | +58.1% | +121.2% | -63.1% | +38.0% |
| 5Y | +20.6% | +136.5% | -115.9% | +2.9% |
| All | +20.6% | +139.1% | -118.4% | +2.9% |
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