+53.8%
NDAQ vs UTHR
+139.1%
-85.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.1% |
| 7D | -2.6% | -2.9% | +0.3% | -2.3% |
| 30D | +0.5% | -7.6% | +8.1% | +1.1% |
| 3M | +9.9% | -8.6% | +18.5% | +10.7% |
| 6M | +8.2% | +4.1% | +4.1% | +7.7% |
| YTD | -1.5% | +2.2% | -3.7% | -2.0% |
| 1Y | +1.3% | +26.2% | -24.9% | -1.3% |
| 3Y | +92.6% | +121.2% | -28.6% | +72.0% |
| 5Y | +53.8% | +136.5% | -82.7% | +37.9% |
| All | +53.8% | +139.1% | -85.2% | +37.9% |
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