+350.1%
GIS vs UTHR
+7,123.9%
-6,773.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -1.9% | -2.4% |
| 7D | -7.8% | -5.4% | -2.4% | -7.6% |
| 30D | +6.6% | -6.0% | +12.6% | +6.8% |
| 3M | +21.0% | -11.0% | +31.9% | +21.6% |
| 6M | -9.1% | -0.5% | -8.5% | -9.2% |
| YTD | -13.6% | +0.1% | -13.7% | -13.8% |
| 1Y | -18.0% | +28.2% | -46.2% | -19.2% |
| 3Y | -33.7% | +113.8% | -147.5% | -36.4% |
| 5Y | -19.4% | +131.3% | -150.8% | -23.3% |
| 10Y | -21.3% | +296.7% | -318.0% | -27.5% |
| All | +350.1% | +7,123.9% | -6,773.7% | +269.8% |
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 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