+20.1%
KDP vs UTHR
+28.4%
-8.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.4% |
| 7D | -1.6% | +3.0% | -4.6% | -1.4% |
| 30D | +9.5% | -4.3% | +13.8% | +9.4% |
| 3M | +2.6% | -8.4% | +11.0% | +2.5% |
| 6M | +15.6% | -4.2% | +19.8% | +15.8% |
| YTD | +17.3% | +4.0% | +13.3% | +18.6% |
| 1Y | +20.1% | +25.5% | -5.4% | +21.0% |
| All | +20.1% | +28.4% | -8.3% | +21.0% |
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