+1,408.5%
LITE vs UTHR
+157.2%
+1,251.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.6% | +7.1% | +9.8% |
| 7D | -12.9% | -2.3% | -10.6% | -12.1% |
| 30D | -46.0% | +6.1% | -52.0% | -46.5% |
| 3M | -33.0% | +8.1% | -41.1% | -34.1% |
| 6M | -34.0% | +3.1% | -37.1% | -34.5% |
| YTD | +61.7% | +19.5% | +42.2% | +54.6% |
| 1Y | +148.3% | +29.7% | +118.5% | +134.2% |
| 3Y | +1,408.5% | +162.7% | +1,245.8% | +1,187.1% |
| All | +1,408.5% | +157.2% | +1,251.3% | +1,187.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling