+53.8%
LH vs UTHR
+195.4%
-141.6%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +2.5% | +4.9% | -2.4% | +1.9% |
| 30D | +18.7% | +9.2% | +9.5% | +17.5% |
| 3M | +15.3% | +15.9% | -0.6% | +13.2% |
| 6M | +45.4% | +2.0% | +43.4% | +44.8% |
| YTD | +49.5% | +21.8% | +27.7% | +45.1% |
| 1Y | +41.4% | +28.6% | +12.8% | +36.2% |
| 3Y | +87.6% | +166.2% | -78.6% | +52.9% |
| 5Y | +53.8% | +191.8% | -138.0% | +21.4% |
| All | +53.8% | +195.4% | -141.6% | +21.4% |
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