-18.8%
OPEN vs UTHR
+123.2%
-141.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -3.2% |
| 7D | +1.0% | -2.9% | +3.9% | +1.9% |
| 30D | -11.9% | -7.6% | -4.3% | -9.8% |
| 3M | -28.8% | -8.6% | -20.2% | -26.9% |
| 6M | -38.6% | +4.1% | -42.7% | -40.7% |
| YTD | -47.3% | +2.2% | -49.5% | -49.5% |
| 1Y | -49.2% | +26.2% | -75.4% | -56.3% |
| 3Y | -18.8% | +121.2% | -140.0% | -44.9% |
| All | -18.8% | +123.2% | -141.9% | -44.9% |
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