-6.1%
PATH vs UTHR
+114.7%
-120.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.6% |
| 7D | -16.3% | -5.4% | -10.9% | -16.0% |
| 30D | +9.9% | -6.0% | +16.0% | +10.3% |
| 3M | +30.2% | -11.0% | +41.1% | +31.0% |
| 6M | +37.2% | -0.5% | +37.7% | +36.5% |
| YTD | -7.3% | +0.1% | -7.4% | -8.1% |
| 1Y | +40.0% | +28.2% | +11.8% | +35.2% |
| All | -6.1% | +114.7% | -120.8% | -15.0% |
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 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