+65.9%
LIN vs UTHR
+196.1%
-130.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.2% |
| 7D | +2.0% | -2.1% | +4.1% | +2.2% |
| 30D | +7.9% | +7.2% | +0.7% | +7.0% |
| 3M | +6.3% | +11.1% | -4.8% | +4.9% |
| 6M | +6.5% | +4.2% | +2.3% | +5.8% |
| YTD | +23.6% | +20.8% | +2.8% | +20.4% |
| 1Y | +25.7% | +29.7% | -4.0% | +21.5% |
| 3Y | +35.6% | +164.1% | -128.5% | +14.4% |
| 5Y | +65.9% | +190.7% | -124.8% | +32.0% |
| All | +65.9% | +196.1% | -130.2% | +32.0% |
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