+129.5%
KMI vs UTHR
+313.7%
-184.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -1.7% | +1.9% | -3.7% | -2.0% |
| 30D | -2.7% | -2.9% | +0.1% | -2.3% |
| 3M | -0.7% | -8.9% | +8.2% | +0.7% |
| 6M | -5.0% | -8.7% | +3.8% | -3.9% |
| YTD | +15.5% | +2.0% | +13.4% | +14.0% |
| 1Y | +16.4% | +22.8% | -6.4% | +10.8% |
| 3Y | +114.2% | +120.6% | -6.5% | +74.7% |
| 5Y | +153.3% | +136.4% | +16.8% | +99.0% |
| All | +129.5% | +313.7% | -184.2% | +46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling