-37.4%
GIS vs UTHR
+124.0%
-161.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -3.0% |
| 7D | -8.4% | +2.8% | -11.2% | -8.6% |
| 30D | -5.2% | -2.3% | -2.9% | -5.1% |
| 3M | +8.2% | -7.4% | +15.6% | +8.7% |
| 6M | -12.0% | -6.0% | -6.1% | -11.8% |
| YTD | -18.9% | +3.4% | -22.3% | -19.3% |
| 1Y | -23.6% | +27.1% | -50.7% | -25.5% |
| All | -37.4% | +124.0% | -161.3% | -42.6% |
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