+2,628.3%
NDAQ vs UTHR
+9,689.2%
-7,061.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.6% |
| 7D | -0.1% | -2.3% | +2.2% | +0.3% |
| 30D | +15.9% | +6.1% | +9.8% | +14.6% |
| 3M | +15.1% | +8.1% | +7.0% | +13.0% |
| 6M | +22.9% | +3.1% | +19.8% | +21.7% |
| YTD | +12.8% | +19.5% | -6.7% | +8.0% |
| 1Y | +26.0% | +29.7% | -3.7% | +18.7% |
| 3Y | +119.7% | +162.7% | -43.0% | +74.1% |
| 5Y | +65.4% | +192.8% | -127.4% | +25.9% |
| 10Y | +469.3% | +348.1% | +121.2% | +274.2% |
| All | +2,628.3% | +9,689.2% | -7,061.0% | +898.3% |
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