-24.6%
KVUE vs UTHR
+130.8%
-155.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -3.5% |
| 7D | -7.2% | +3.0% | -10.2% | -7.3% |
| 30D | -5.7% | -4.3% | -1.4% | -5.6% |
| 3M | +0.2% | -8.4% | +8.5% | +0.4% |
| 6M | 0.0% | -4.2% | +4.2% | +0.1% |
| YTD | +6.5% | +4.0% | +2.5% | +6.2% |
| 1Y | -1.4% | +25.5% | -26.9% | -2.6% |
| 3Y | -5.6% | +125.1% | -130.7% | -15.7% |
| All | -24.6% | +130.8% | -155.4% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling