-9.7%
JD vs UTHR
+40.6%
-50.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.9% | +2.9% |
| 7D | +9.0% | +3.8% | +5.2% | +8.5% |
| 30D | +5.2% | +13.4% | -8.2% | +3.5% |
| 3M | -15.9% | +17.3% | -33.2% | -17.7% |
| 6M | -7.7% | +4.7% | -12.4% | -8.2% |
| YTD | +0.1% | +24.9% | -24.8% | -2.5% |
| 1Y | -9.7% | +39.1% | -48.9% | -12.0% |
| All | -9.7% | +40.6% | -50.4% | -12.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling