-78.0%
PATH vs UTHR
+133.7%
-211.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.6% |
| 7D | -16.3% | -5.4% | -10.9% | -15.9% |
| 30D | +9.9% | -6.0% | +16.0% | +10.5% |
| 3M | +30.2% | -11.0% | +41.1% | +31.5% |
| 6M | +37.2% | -0.5% | +37.7% | +36.6% |
| YTD | -7.3% | +0.1% | -7.4% | -8.1% |
| 1Y | +40.0% | +28.2% | +11.8% | +34.4% |
| 3Y | -4.4% | +113.8% | -118.2% | -16.1% |
| 5Y | -76.0% | +131.3% | -207.3% | -79.8% |
| All | -78.0% | +133.7% | -211.7% | -78.3% |
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