+57.1%
ON vs UTHR
+136.5%
-79.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.1% | -6.6% | -4.8% |
| 7D | -2.2% | -2.9% | +0.7% | -1.7% |
| 30D | -12.4% | -7.6% | -4.8% | -11.3% |
| 3M | -41.2% | -8.6% | -32.6% | -40.4% |
| 6M | +25.0% | +4.1% | +20.8% | +23.6% |
| YTD | +31.3% | +2.2% | +29.1% | +30.0% |
| 1Y | +45.4% | +26.2% | +19.2% | +38.4% |
| 3Y | -27.4% | +121.2% | -148.6% | -39.3% |
| All | +57.1% | +136.5% | -79.4% | +25.9% |
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