-81.1%
PATH vs UTHR
+171.2%
-252.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.0% | +3.3% | -2.9% |
| 7D | -5.6% | -4.7% | -0.9% | -5.1% |
| 30D | -0.7% | +4.4% | -5.1% | -1.1% |
| 3M | -5.9% | +9.0% | -14.9% | -6.8% |
| 6M | +21.6% | -1.1% | +22.7% | +21.4% |
| YTD | -20.6% | +16.1% | -36.7% | -22.5% |
| 1Y | -10.6% | +26.4% | -37.0% | -13.5% |
| 3Y | -24.9% | +152.1% | -177.0% | -35.2% |
| 5Y | -76.8% | +179.6% | -256.5% | -80.8% |
| All | -81.1% | +171.2% | -252.3% | -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 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