-30.2%
LDOS vs UTHR
+29.7%
-59.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.6% | -1.3% | +2.2% |
| 7D | -5.8% | -2.3% | -3.5% | -5.8% |
| 30D | +11.6% | +6.1% | +5.5% | +11.4% |
| 3M | -1.0% | +8.1% | -9.1% | -0.9% |
| 6M | +5.1% | +3.1% | +1.9% | +4.9% |
| YTD | -24.0% | +19.5% | -43.6% | -22.6% |
| All | -30.2% | +29.7% | -59.9% | -31.5% |
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