-24.5%
KVUE vs UTHR
+126.3%
-150.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | 0.0% |
| 7D | -5.1% | +1.9% | -7.1% | -5.2% |
| 30D | -6.3% | -2.9% | -3.5% | -6.2% |
| 3M | -0.5% | -8.9% | +8.3% | -0.2% |
| 6M | +3.1% | -8.7% | +11.8% | +3.4% |
| YTD | +6.7% | +2.0% | +4.7% | +6.5% |
| 1Y | -1.1% | +22.8% | -23.9% | -2.3% |
| 3Y | -8.7% | +120.6% | -129.4% | -18.4% |
| All | -24.5% | +126.3% | -150.8% | -33.2% |
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