+143.6%
ONTO vs UTHR
+193.6%
-50.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.2% | +7.7% | +8.7% |
| 7D | +16.4% | -2.1% | +18.5% | +16.9% |
| 30D | -21.4% | +8.3% | -29.7% | -22.2% |
| 3M | -32.7% | +15.5% | -48.3% | -34.2% |
| 6M | -25.2% | +4.5% | -29.7% | -25.8% |
| YTD | +36.2% | +22.2% | +14.0% | +31.1% |
| 1Y | +61.2% | +29.7% | +31.5% | +53.4% |
| 3Y | +58.7% | +167.3% | -108.6% | +30.7% |
| 5Y | +143.6% | +196.5% | -52.9% | +89.1% |
| All | +143.6% | +193.6% | -50.0% | +89.1% |
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 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