+190.0%
ON vs UTHR
+1,657.0%
-1,467.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.5% |
| 7D | -4.1% | -2.1% | -2.0% | -3.5% |
| 30D | -10.2% | +7.2% | -17.4% | -11.5% |
| 3M | -12.7% | +11.1% | -23.9% | -15.0% |
| 6M | -32.5% | +4.2% | -36.7% | -33.5% |
| YTD | +28.6% | +20.8% | +7.7% | +22.0% |
| 1Y | +43.4% | +29.7% | +13.7% | +33.9% |
| 3Y | +3.3% | +164.1% | -160.8% | -20.3% |
| 5Y | +22.5% | +190.7% | -168.2% | -9.3% |
| 10Y | +535.7% | +355.4% | +180.3% | +314.9% |
| All | +190.0% | +1,657.0% | -1,467.0% | +16.3% |
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