+119.7%
OKTA vs UTHR
+40.6%
+79.1%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.6% |
| 7D | -14.2% | +3.8% | -17.9% | -14.4% |
| 30D | -12.5% | +13.4% | -25.9% | -13.2% |
| 3M | +29.2% | +17.3% | +11.9% | +28.0% |
| 6M | +147.3% | +4.7% | +142.7% | +143.8% |
| YTD | +120.9% | +24.9% | +96.1% | +112.3% |
| 1Y | +119.7% | +39.1% | +80.5% | +102.6% |
| All | +119.7% | +40.6% | +79.1% | +102.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling