-70.8%
OPEN vs UTHR
+317.2%
-388.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +0.8% |
| 7D | -4.3% | -5.4% | +1.1% | -3.0% |
| 30D | -16.2% | -6.0% | -10.2% | -15.1% |
| 3M | -36.4% | -11.0% | -25.4% | -34.7% |
| 6M | -35.5% | -0.5% | -34.9% | -36.2% |
| YTD | -46.0% | +0.1% | -46.0% | -47.1% |
| 1Y | -47.1% | +28.2% | -75.3% | -52.2% |
| 3Y | -19.0% | +113.8% | -132.8% | -35.6% |
| 5Y | -83.6% | +131.3% | -214.9% | -87.4% |
| All | -70.8% | +317.2% | -388.1% | -78.6% |
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