-9.1%
LOW vs UTHR
+125.3%
-134.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.2% |
| 7D | -0.6% | +3.0% | -3.6% | -0.7% |
| 30D | -9.3% | -4.3% | -5.0% | -9.1% |
| 3M | -8.1% | -8.4% | +0.3% | -7.8% |
| 6M | -19.8% | -4.2% | -15.5% | -19.6% |
| YTD | -16.4% | +4.0% | -20.4% | -16.4% |
| 1Y | -24.7% | +25.5% | -50.2% | -25.6% |
| All | -9.1% | +125.3% | -134.3% | -16.5% |
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 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