-81.2%
PATH vs UTHR
+169.4%
-250.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | -5.3% | -6.1% | +0.8% | -4.7% |
| 30D | -0.5% | +3.1% | -3.7% | -0.8% |
| 3M | -7.1% | +5.5% | -12.6% | -7.7% |
| 6M | +23.8% | -5.8% | +29.6% | +24.2% |
| YTD | -20.7% | +15.3% | -36.0% | -22.5% |
| 1Y | -8.1% | +23.8% | -31.9% | -10.9% |
| 3Y | -21.8% | +146.3% | -168.1% | -32.3% |
| 5Y | -76.8% | +177.8% | -254.7% | -80.8% |
| All | -81.2% | +169.4% | -250.5% | -81.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling