-18.5%
OTIS vs UTHR
+138.8%
-157.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -2.0% |
| 7D | -5.0% | +2.8% | -7.8% | -5.2% |
| 30D | -6.5% | -2.3% | -4.2% | -6.3% |
| 3M | -2.0% | -7.4% | +5.4% | -1.4% |
| 6M | -20.2% | -6.0% | -14.2% | -19.9% |
| YTD | -21.0% | +3.4% | -24.4% | -21.4% |
| 1Y | -20.9% | +27.1% | -47.9% | -22.7% |
| 3Y | -13.3% | +123.8% | -137.1% | -21.9% |
| 5Y | -18.5% | +139.6% | -158.2% | -27.5% |
| All | -18.5% | +138.8% | -157.3% | -27.5% |
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