+71.4%
OTIS vs UTHR
+529.1%
-457.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.8% |
| 7D | -0.8% | -2.9% | +2.1% | -0.5% |
| 30D | -4.7% | -7.6% | +2.8% | -4.0% |
| 3M | +1.2% | -8.6% | +9.8% | +2.1% |
| 6M | -20.5% | +4.1% | -24.7% | -21.0% |
| YTD | -18.4% | +2.2% | -20.6% | -18.9% |
| 1Y | -18.1% | +26.2% | -44.3% | -20.4% |
| 3Y | -10.6% | +121.2% | -131.8% | -20.6% |
| 5Y | -16.1% | +136.5% | -152.6% | -27.5% |
| All | +71.4% | +529.1% | -457.7% | +11.9% |
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 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