-14.1%
PCOR vs UTHR
+197.1%
-211.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.0% | +7.0% | +0.8% |
| 7D | +23.7% | -4.7% | +28.4% | +24.3% |
| 30D | +39.0% | +4.4% | +34.5% | +38.3% |
| 3M | +35.8% | +9.0% | +26.8% | +34.3% |
| 6M | +38.2% | -1.1% | +39.4% | +38.0% |
| YTD | +3.9% | +16.1% | -12.2% | +1.7% |
| 1Y | +5.7% | +26.4% | -20.8% | +2.4% |
| 3Y | +44.8% | +152.1% | -107.3% | +29.5% |
| 5Y | -19.8% | +179.6% | -199.4% | -28.9% |
| All | -14.1% | +197.1% | -211.2% | -23.1% |
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