+542.4%
LITE vs UTHR
+190.1%
+352.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.8% | -2.0% |
| 7D | -13.9% | -2.1% | -11.8% | -13.2% |
| 30D | -46.9% | +7.2% | -54.1% | -47.5% |
| 3M | -28.0% | +11.1% | -39.1% | -29.5% |
| 6M | -35.2% | +4.2% | -39.4% | -35.8% |
| YTD | +58.9% | +20.8% | +38.1% | +52.1% |
| 1Y | +125.3% | +29.7% | +95.6% | +113.3% |
| 3Y | +1,344.4% | +164.1% | +1,180.3% | +1,127.4% |
| All | +542.4% | +190.1% | +352.2% | +430.7% |
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