+2,243.0%
GS vs UTHR
+7,123.9%
-4,880.9%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | +0.9% | -5.4% | +6.3% | +1.9% |
| 30D | -1.6% | -6.0% | +4.5% | -0.6% |
| 3M | -4.5% | -11.0% | +6.5% | -2.7% |
| 6M | +20.9% | -0.5% | +21.4% | +20.4% |
| YTD | +19.9% | +0.1% | +19.8% | +19.0% |
| 1Y | +41.4% | +28.2% | +13.3% | +34.2% |
| 3Y | +239.2% | +113.8% | +125.3% | +187.2% |
| 5Y | +185.0% | +131.3% | +53.7% | +134.9% |
| 10Y | +655.0% | +296.7% | +358.2% | +445.3% |
| All | +2,243.0% | +7,123.9% | -4,880.9% | +1,007.2% |
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