+14.2%
LMT vs UTHR
+25.4%
-11.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.1% |
| 7D | -0.2% | +1.9% | -2.2% | -0.2% |
| 30D | -13.1% | -2.9% | -10.2% | -13.1% |
| 3M | -3.9% | -8.9% | +5.0% | -4.1% |
| 6M | -18.3% | -8.7% | -9.5% | -18.1% |
| YTD | +10.3% | +2.0% | +8.3% | +12.0% |
| 1Y | +14.2% | +22.8% | -8.6% | +15.5% |
| All | +14.2% | +25.4% | -11.1% | +15.5% |
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