+155.0%
OVV vs UTHR
+8,460.9%
-8,305.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.5% |
| 7D | -16.7% | -6.1% | -10.5% | -15.4% |
| 30D | -1.5% | +3.1% | -4.6% | -2.4% |
| 3M | +1.6% | +5.5% | -3.9% | -0.4% |
| 6M | +2.0% | -5.8% | +7.9% | +2.8% |
| YTD | +56.8% | +15.3% | +41.5% | +48.5% |
| 1Y | +64.8% | +23.8% | +41.0% | +53.3% |
| 3Y | +38.3% | +146.3% | -108.0% | +3.5% |
| 5Y | +84.9% | +177.8% | -92.9% | +31.6% |
| 10Y | +54.5% | +392.4% | -337.9% | -5.5% |
| All | +155.0% | +8,460.9% | -8,305.8% | -16.0% |
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