+57.7%
GEV vs UTHR
+23.3%
+34.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +3.3% | -5.4% | +8.7% | +3.7% |
| 30D | -7.5% | -6.0% | -1.4% | -7.0% |
| 3M | -2.2% | -11.0% | +8.8% | -1.2% |
| 6M | +12.1% | -0.5% | +12.6% | +12.2% |
| YTD | +44.4% | +0.1% | +44.3% | +45.2% |
| 1Y | +57.7% | +28.2% | +29.5% | +65.9% |
| All | +57.7% | +23.3% | +34.4% | +65.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling