+150.6%
KMI vs UTHR
+135.8%
+14.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -1.7% | +1.9% | -3.7% | -1.9% |
| 30D | -2.7% | -2.9% | +0.1% | -2.6% |
| 3M | -0.7% | -8.9% | +8.2% | 0.0% |
| 6M | -5.0% | -8.7% | +3.8% | -4.5% |
| YTD | +15.5% | +2.0% | +13.4% | +14.8% |
| 1Y | +16.4% | +22.8% | -6.4% | +13.5% |
| 3Y | +114.2% | +120.6% | -6.5% | +90.5% |
| All | +150.6% | +135.8% | +14.8% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling