+57.7%
ONTO vs UTHR
+157.2%
-99.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.6% | +8.3% | +11.5% |
| 7D | +1.4% | -2.3% | +3.7% | +1.8% |
| 30D | -34.1% | +6.1% | -40.2% | -34.4% |
| 3M | -37.1% | +8.1% | -45.2% | -37.6% |
| 6M | -31.8% | +3.1% | -34.9% | -32.1% |
| YTD | +22.9% | +19.5% | +3.4% | +19.6% |
| 1Y | +39.5% | +29.7% | +9.8% | +34.0% |
| 3Y | +57.7% | +162.7% | -105.0% | +50.1% |
| All | +57.7% | +157.2% | -99.6% | +50.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling