+51.2%
JNJ vs UTHR
+40.6%
+10.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.2% | +2.6% | +3.7% |
| 7D | +1.9% | +3.8% | -1.8% | +1.6% |
| 30D | +9.2% | +13.4% | -4.2% | +8.1% |
| 3M | +8.9% | +17.3% | -8.4% | +7.6% |
| 6M | +24.6% | +4.7% | +19.9% | +24.6% |
| YTD | +35.7% | +24.9% | +10.8% | +34.7% |
| 1Y | +51.2% | +39.1% | +12.1% | +44.5% |
| All | +51.2% | +40.6% | +10.6% | +44.5% |
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