+45.9%
OXY vs UTHR
+40.6%
+5.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.2% | -6.3% | -5.1% |
| 7D | -8.8% | +3.8% | -12.6% | -8.8% |
| 30D | -1.7% | +13.4% | -15.1% | -1.7% |
| 3M | +4.5% | +17.3% | -12.8% | +4.4% |
| 6M | -4.0% | +4.7% | -8.7% | -4.2% |
| YTD | +41.4% | +24.9% | +16.5% | +40.9% |
| 1Y | +45.9% | +39.1% | +6.7% | +47.2% |
| All | +45.9% | +40.6% | +5.3% | +47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling