-20.7%
PCG vs UTHR
+25.1%
-45.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | -1.6% | -6.1% | +4.5% | -0.9% |
| 30D | +1.4% | +3.1% | -1.7% | +1.0% |
| 3M | -23.4% | +5.5% | -28.8% | -24.1% |
| 6M | -19.4% | -5.8% | -13.6% | -19.4% |
| YTD | -18.5% | +15.3% | -33.8% | -19.8% |
| All | -20.7% | +25.1% | -45.8% | -24.7% |
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 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