+784.1%
IT vs UTHR
+7,123.9%
-6,339.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -4.5% |
| 7D | -6.0% | -5.4% | -0.6% | -5.3% |
| 30D | 0.0% | -6.0% | +6.1% | +0.9% |
| 3M | +13.1% | -11.0% | +24.0% | +15.0% |
| 6M | +11.7% | -0.5% | +12.2% | +11.3% |
| YTD | -26.1% | +0.1% | -26.2% | -26.7% |
| 1Y | -21.3% | +28.2% | -49.4% | -24.9% |
| 3Y | -46.7% | +113.8% | -160.6% | -54.0% |
| 5Y | -40.5% | +131.3% | -171.8% | -49.9% |
| 10Y | +103.9% | +296.7% | -192.8% | +52.8% |
| All | +784.1% | +7,123.9% | -6,339.8% | +316.9% |
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 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