+390.5%
ONTO vs UTHR
+566.0%
-175.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.7% | +11.7% | +11.3% |
| 7D | -14.0% | -6.1% | -7.9% | -12.4% |
| 30D | -43.1% | +3.1% | -46.2% | -43.4% |
| 3M | -35.5% | +5.5% | -41.0% | -36.6% |
| 6M | -41.1% | -5.8% | -35.2% | -40.4% |
| YTD | +9.8% | +15.3% | -5.6% | +3.9% |
| 1Y | +31.5% | +23.8% | +7.7% | +21.8% |
| 3Y | +45.2% | +146.3% | -101.1% | +2.3% |
| 5Y | +86.7% | +177.8% | -91.1% | +19.1% |
| All | +390.5% | +566.0% | -175.5% | +84.7% |
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