-14.8%
KMB vs UTHR
+23.3%
-38.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.2% | -2.8% |
| 7D | -4.2% | -5.4% | +1.2% | -4.3% |
| 30D | -6.6% | -6.0% | -0.5% | -6.7% |
| 3M | +12.6% | -11.0% | +23.6% | +12.4% |
| 6M | +2.9% | -0.5% | +3.4% | +3.3% |
| YTD | +6.8% | +0.1% | +6.7% | +7.4% |
| 1Y | -14.8% | +28.2% | -42.9% | -16.1% |
| All | -14.8% | +23.3% | -38.0% | -16.1% |
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