+119.7%
NDAQ vs UTHR
+157.2%
-37.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +1.0% |
| 7D | -0.1% | -2.3% | +2.2% | 0.0% |
| 30D | +15.9% | +6.1% | +9.8% | +15.5% |
| 3M | +15.1% | +8.1% | +7.0% | +14.5% |
| 6M | +22.9% | +3.1% | +19.8% | +22.6% |
| YTD | +12.8% | +19.5% | -6.7% | +11.4% |
| 1Y | +26.0% | +29.7% | -3.7% | +23.9% |
| 3Y | +119.7% | +162.7% | -43.0% | +110.5% |
| All | +119.7% | +157.2% | -37.6% | +110.5% |
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