+216.1%
JCI vs UTHR
+7,123.9%
-6,907.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +3.8% | -5.4% | +9.2% | +4.5% |
| 30D | -5.7% | -6.0% | +0.4% | -5.0% |
| 3M | -1.4% | -11.0% | +9.6% | -0.1% |
| 6M | +4.1% | -0.5% | +4.7% | +3.8% |
| YTD | +21.7% | +0.1% | +21.7% | +21.1% |
| 1Y | +36.1% | +28.2% | +8.0% | +31.0% |
| 3Y | +154.4% | +113.8% | +40.6% | +125.5% |
| 5Y | +112.0% | +131.3% | -19.3% | +84.3% |
| 10Y | +322.2% | +296.7% | +25.5% | +233.1% |
| All | +216.1% | +7,123.9% | -6,907.7% | +59.4% |
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 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