+232.7%
LITE vs UTHR
+40.6%
+192.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.2% | -9.0% | -8.3% |
| 7D | -31.4% | +3.8% | -35.2% | -32.5% |
| 30D | -42.6% | +13.4% | -56.0% | -45.7% |
| 3M | -26.2% | +17.3% | -43.5% | -31.3% |
| 6M | -35.8% | +4.7% | -40.5% | -36.4% |
| YTD | +70.0% | +24.9% | +45.2% | +49.0% |
| 1Y | +232.7% | +39.1% | +193.6% | +105.6% |
| All | +232.7% | +40.6% | +192.1% | +105.6% |
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