-53.4%
IT vs UTHR
+168.1%
-221.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.1% |
| 7D | -6.8% | -2.1% | -4.7% | -6.7% |
| 30D | -0.6% | +8.3% | -8.8% | -1.1% |
| 3M | +3.1% | +15.5% | -12.5% | +2.1% |
| 6M | +25.5% | +4.5% | +21.0% | +25.0% |
| YTD | -23.5% | +22.2% | -45.7% | -24.9% |
| 1Y | -16.6% | +29.7% | -46.4% | -18.5% |
| All | -53.4% | +168.1% | -221.6% | -57.4% |
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