+1,425.7%
PBR vs UTHR
+1,122.1%
+303.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -1.0% | +5.2% | -6.2% | -2.0% |
| 30D | -29.3% | +9.5% | -38.8% | -30.5% |
| 3M | +5.5% | +17.9% | -12.4% | +1.9% |
| 6M | -2.9% | +2.0% | -4.9% | -3.8% |
| YTD | +61.5% | +21.3% | +40.1% | +53.9% |
| 1Y | +46.9% | +27.9% | +19.0% | +38.5% |
| 3Y | +66.4% | +162.3% | -95.9% | +32.8% |
| 5Y | +460.3% | +190.7% | +269.6% | +331.4% |
| 10Y | +564.6% | +365.5% | +199.2% | +351.6% |
| All | +1,425.7% | +1,122.1% | +303.7% | +566.4% |
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