+171.6%
OVV vs UTHR
+7,327.4%
-7,155.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | +0.3% | -5.4% | +5.7% | +1.6% |
| 30D | +11.7% | -6.0% | +17.8% | +13.4% |
| 3M | +9.8% | -11.0% | +20.8% | +12.8% |
| 6M | +26.6% | -0.5% | +27.1% | +25.5% |
| YTD | +67.0% | +0.1% | +67.0% | +64.7% |
| 1Y | +55.9% | +28.2% | +27.8% | +43.8% |
| 3Y | +45.5% | +113.8% | -68.3% | +13.2% |
| 5Y | +157.3% | +131.3% | +26.0% | +92.4% |
| 10Y | +65.0% | +296.7% | -231.7% | +6.5% |
| All | +171.6% | +7,327.4% | -7,155.8% | -6.9% |
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