-63.4%
LUMN vs UTHR
+30.8%
-94.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -7.0% | -3.9% | -10.5% |
| 7D | -16.9% | -4.7% | -12.2% | -16.5% |
| 30D | -32.7% | +4.4% | -37.1% | -32.4% |
| 3M | -34.5% | +9.0% | -43.5% | -34.4% |
| 6M | -56.9% | -1.1% | -55.7% | -56.5% |
| YTD | -48.8% | +16.1% | -64.9% | -47.1% |
| 1Y | -63.4% | +26.4% | -89.8% | -58.0% |
| All | -63.4% | +30.8% | -94.1% | -58.0% |
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