+207.2%
ON vs UTHR
+1,671.1%
-1,463.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +17.0% | +4.9% | +12.1% | +15.9% |
| 30D | -3.9% | +9.2% | -13.0% | -5.6% |
| 3M | -11.5% | +15.9% | -27.5% | -14.6% |
| 6M | -29.2% | +2.0% | -31.2% | -29.8% |
| YTD | +36.2% | +21.8% | +14.4% | +29.0% |
| 1Y | +49.6% | +28.6% | +21.1% | +40.0% |
| 3Y | +9.4% | +166.2% | -156.8% | -15.8% |
| 5Y | +25.8% | +191.8% | -166.0% | -6.9% |
| 10Y | +557.1% | +367.2% | +190.0% | +326.8% |
| All | +207.2% | +1,671.1% | -1,463.9% | +23.0% |
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