+2,544.6%
GEN vs UTHR
+8,689.8%
-6,145.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -3.0% | +4.9% | -7.9% | -3.6% |
| 30D | +24.7% | +9.2% | +15.5% | +23.2% |
| 3M | +4.1% | +15.9% | -11.8% | +1.9% |
| 6M | +36.0% | +2.0% | +34.0% | +35.3% |
| YTD | +10.9% | +21.8% | -10.9% | +7.0% |
| 1Y | +12.2% | +28.6% | -16.4% | +7.4% |
| 3Y | +63.3% | +166.2% | -102.9% | +38.1% |
| 5Y | +29.0% | +191.8% | -162.8% | +6.6% |
| 10Y | +147.5% | +367.2% | -219.7% | +84.1% |
| All | +2,544.6% | +8,689.8% | -6,145.2% | +1,306.3% |
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