-41.4%
IT vs UTHR
+193.6%
-235.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +2.0% |
| 7D | -6.8% | -2.1% | -4.7% | -6.7% |
| 30D | -0.6% | +8.3% | -8.8% | -1.3% |
| 3M | +3.1% | +15.5% | -12.5% | +1.6% |
| 6M | +25.5% | +4.5% | +21.0% | +24.8% |
| YTD | -23.5% | +22.2% | -45.7% | -25.4% |
| 1Y | -16.6% | +29.7% | -46.4% | -19.3% |
| 3Y | -53.1% | +167.3% | -220.4% | -59.7% |
| 5Y | -41.4% | +196.5% | -237.9% | -51.8% |
| All | -41.4% | +193.6% | -235.0% | -51.8% |
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