+2,351.0%
O vs UTHR
+8,724.6%
-6,373.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | +0.6% | -2.1% | +2.7% | +0.8% |
| 30D | +9.4% | +8.3% | +1.1% | +8.6% |
| 3M | -2.4% | +15.5% | -17.9% | -3.9% |
| 6M | -1.9% | +4.5% | -6.4% | -2.5% |
| YTD | +10.5% | +22.2% | -11.8% | +7.7% |
| 1Y | +10.0% | +29.7% | -19.7% | +6.6% |
| 3Y | +40.5% | +167.3% | -126.8% | +24.9% |
| 5Y | +10.2% | +196.5% | -186.3% | -3.7% |
| 10Y | +82.5% | +369.0% | -286.6% | +49.1% |
| All | +2,351.0% | +8,724.6% | -6,373.6% | +1,492.5% |
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 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