+2,029.8%
LOW vs UTHR
+7,123.9%
-5,094.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | -1.7% | -5.4% | +3.7% | -1.2% |
| 30D | -7.0% | -6.0% | -1.0% | -6.5% |
| 3M | -0.9% | -11.0% | +10.1% | +0.3% |
| 6M | -20.1% | -0.5% | -19.5% | -20.2% |
| YTD | -13.9% | +0.1% | -14.0% | -14.3% |
| 1Y | -21.1% | +28.2% | -49.3% | -23.8% |
| 3Y | -6.6% | +113.8% | -120.5% | -16.1% |
| 5Y | +9.4% | +131.3% | -122.0% | -3.4% |
| 10Y | +220.5% | +296.7% | -76.2% | +161.2% |
| All | +2,029.8% | +7,123.9% | -5,094.0% | +1,363.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling