+2.9%
PCG vs UTHR
+24.8%
-22.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +3.3% |
| 7D | +5.4% | -2.9% | +8.3% | +5.8% |
| 30D | -15.1% | -7.6% | -7.5% | -14.4% |
| 3M | -9.8% | -8.6% | -1.2% | -8.9% |
| 6M | -18.0% | +4.1% | -22.2% | -17.8% |
| YTD | -7.2% | +2.2% | -9.4% | -7.0% |
| 1Y | +2.9% | +26.2% | -23.3% | -1.6% |
| All | +2.9% | +24.8% | -22.0% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling