-51.3%
IT vs UTHR
+124.0%
-175.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -12.7% | +2.8% | -15.5% | -12.8% |
| 30D | -8.9% | -2.3% | -6.6% | -8.8% |
| 3M | +10.1% | -7.4% | +17.5% | +10.6% |
| 6M | +7.3% | -6.0% | +13.2% | +7.4% |
| YTD | -32.4% | +3.4% | -35.8% | -32.8% |
| 1Y | -26.6% | +27.1% | -53.7% | -28.5% |
| All | -51.3% | +124.0% | -175.3% | -54.3% |
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