+135.0%
GOOG vs UTHR
+138.8%
-3.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -2.5% | +2.8% | -5.3% | -2.7% |
| 30D | -3.6% | -2.3% | -1.4% | -3.5% |
| 3M | -6.4% | -7.4% | +1.0% | -5.9% |
| 6M | +7.8% | -6.0% | +13.7% | +8.1% |
| YTD | +5.5% | +3.4% | +2.1% | +4.9% |
| 1Y | +38.3% | +27.1% | +11.2% | +35.3% |
| 3Y | +143.1% | +123.8% | +19.3% | +123.9% |
| 5Y | +135.0% | +139.6% | -4.6% | +122.6% |
| All | +135.0% | +138.8% | -3.7% | +122.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling