-76.7%
LULU vs UTHR
+135.8%
-212.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.2% |
| 7D | -1.6% | +1.9% | -3.6% | -1.7% |
| 30D | -18.1% | -2.9% | -15.3% | -18.0% |
| 3M | -18.8% | -8.9% | -9.9% | -18.3% |
| 6M | -39.2% | -8.7% | -30.5% | -39.0% |
| YTD | -52.4% | +2.0% | -54.4% | -52.6% |
| 1Y | -40.3% | +22.8% | -63.1% | -41.3% |
| 3Y | -75.1% | +120.6% | -195.7% | -77.5% |
| All | -76.7% | +135.8% | -212.5% | -78.6% |
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