-26.3%
LOW vs UTHR
+25.4%
-51.6%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | 0.0% |
| 7D | -3.7% | +1.9% | -5.7% | -3.6% |
| 30D | -8.9% | -2.9% | -6.0% | -9.0% |
| 3M | -10.4% | -8.9% | -1.6% | -10.7% |
| 6M | -19.4% | -8.7% | -10.7% | -19.6% |
| YTD | -17.1% | +2.0% | -19.1% | -14.9% |
| 1Y | -26.3% | +22.8% | -49.1% | -23.4% |
| All | -26.3% | +25.4% | -51.6% | -23.4% |
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