+1,632.9%
PBR vs UTHR
+929.4%
+703.5%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +3.1% |
| 7D | +2.5% | -2.9% | +5.3% | +3.0% |
| 30D | +19.4% | -7.6% | +27.0% | +21.0% |
| 3M | +20.8% | -8.6% | +29.4% | +22.6% |
| 6M | +23.5% | +4.1% | +19.3% | +21.8% |
| YTD | +83.4% | +2.2% | +81.2% | +81.1% |
| 1Y | +77.6% | +26.2% | +51.4% | +68.1% |
| 3Y | +99.9% | +121.2% | -21.3% | +65.0% |
| 5Y | +567.7% | +136.5% | +431.2% | +435.7% |
| 10Y | +621.5% | +300.1% | +321.4% | +405.9% |
| All | +1,632.9% | +929.4% | +703.5% | +684.1% |
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