+58.4%
OVV vs UTHR
+166.1%
-107.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | +8.0% | +5.2% | +2.9% | +7.6% |
| 30D | -2.0% | +9.5% | -11.5% | -2.8% |
| 3M | +5.4% | +17.9% | -12.5% | +3.8% |
| 6M | +14.3% | +2.0% | +12.3% | +14.0% |
| YTD | +69.4% | +21.3% | +48.1% | +64.9% |
| 1Y | +72.4% | +27.9% | +44.5% | +66.5% |
| 3Y | +58.4% | +162.3% | -104.0% | +30.7% |
| All | +58.4% | +166.1% | -107.7% | +30.7% |
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