+2,279.7%
JHX vs UTHR
+11,162.7%
-8,883.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.8% | -5.0% | -3.5% |
| 7D | +1.6% | +3.0% | -1.4% | +1.1% |
| 30D | -5.0% | -4.3% | -0.7% | -4.4% |
| 3M | +24.5% | -8.4% | +32.8% | +26.0% |
| 6M | +34.9% | -4.2% | +39.1% | +35.4% |
| YTD | +39.3% | +4.0% | +35.3% | +37.6% |
| 1Y | +48.6% | +25.5% | +23.0% | +41.9% |
| 3Y | -2.0% | +125.1% | -127.2% | -17.1% |
| 5Y | -24.4% | +140.3% | -164.7% | -37.5% |
| 10Y | +109.4% | +322.5% | -213.1% | +51.4% |
| All | +2,279.7% | +11,162.7% | -8,883.0% | +1,176.6% |
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