-83.6%
OPEN vs UTHR
+139.1%
-222.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -3.1% |
| 7D | +1.0% | -2.9% | +3.9% | +1.7% |
| 30D | -11.9% | -7.6% | -4.3% | -10.2% |
| 3M | -28.8% | -8.6% | -20.2% | -27.3% |
| 6M | -38.6% | +4.1% | -42.7% | -40.2% |
| YTD | -47.3% | +2.2% | -49.5% | -48.9% |
| 1Y | -49.2% | +26.2% | -75.4% | -54.4% |
| 3Y | -18.8% | +121.2% | -140.0% | -37.0% |
| 5Y | -83.6% | +136.5% | -220.2% | -87.2% |
| All | -83.6% | +139.1% | -222.7% | -87.2% |
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