+2,327.9%
NDAQ vs UTHR
+8,095.1%
-5,767.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.8% |
| 7D | -2.4% | -5.4% | +3.0% | -1.4% |
| 30D | +2.5% | -6.0% | +8.5% | +3.6% |
| 3M | +9.9% | -11.0% | +20.9% | +12.2% |
| 6M | +9.4% | -0.5% | +10.0% | +9.0% |
| YTD | +0.4% | +0.1% | +0.3% | -0.4% |
| 1Y | +4.0% | +28.2% | -24.1% | -2.0% |
| 3Y | +94.4% | +113.8% | -19.4% | +60.4% |
| 5Y | +56.7% | +131.3% | -74.6% | +25.0% |
| 10Y | +375.3% | +296.7% | +78.6% | +219.3% |
| All | +2,327.9% | +8,095.1% | -5,767.2% | +821.0% |
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 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