-16.6%
KMB vs UTHR
+24.8%
-41.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.1% | -1.8% |
| 7D | -2.7% | -2.9% | +0.2% | -2.8% |
| 30D | -5.0% | -7.6% | +2.6% | -5.2% |
| 3M | +6.6% | -8.6% | +15.1% | +6.3% |
| 6M | +1.0% | +4.1% | -3.2% | +1.6% |
| YTD | +6.0% | +2.2% | +3.8% | +6.8% |
| 1Y | -16.6% | +26.2% | -42.8% | -16.5% |
| All | -16.6% | +24.8% | -41.5% | -16.5% |
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