-21.1%
GIS vs UTHR
+313.7%
-334.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -6.4% | +1.9% | -8.3% | -6.5% |
| 30D | -6.1% | -2.9% | -3.2% | -5.9% |
| 3M | +7.8% | -8.9% | +16.7% | +8.7% |
| 6M | -8.8% | -8.7% | -0.1% | -8.2% |
| YTD | -19.1% | +2.0% | -21.1% | -19.6% |
| 1Y | -24.8% | +22.8% | -47.5% | -26.6% |
| 3Y | -37.6% | +120.6% | -158.2% | -43.3% |
| 5Y | -25.4% | +136.4% | -161.8% | -33.2% |
| All | -21.1% | +313.7% | -334.8% | -35.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling