+206.3%
P vs UTHR
+167.1%
+39.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.4% |
| 7D | +17.8% | +4.9% | +13.0% | +17.3% |
| 30D | -29.9% | +9.2% | -39.0% | -30.1% |
| 3M | -1.2% | +15.9% | -17.1% | -2.0% |
| 6M | +32.1% | +2.0% | +30.1% | +32.4% |
| YTD | +64.3% | +21.8% | +42.5% | +61.5% |
| 1Y | +24.3% | +28.6% | -4.3% | +21.7% |
| All | +206.3% | +167.1% | +39.3% | +230.6% |
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