-86.5%
HTZ vs UTHR
+114.7%
-201.2%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.9% | +1.4% |
| 7D | +7.5% | -5.4% | +12.9% | +8.2% |
| 30D | +47.4% | -6.0% | +53.5% | +48.6% |
| 3M | -54.9% | -11.0% | -43.9% | -54.3% |
| 6M | -47.0% | -0.5% | -46.5% | -47.1% |
| YTD | -55.3% | +0.1% | -55.3% | -55.5% |
| 1Y | -57.6% | +28.2% | -85.8% | -59.5% |
| All | -86.5% | +114.7% | -201.2% | -89.9% |
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