+109.5%
PENG vs UTHR
+23.3%
+86.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +7.0% | +6.4% |
| 7D | +4.5% | -5.4% | +9.9% | +3.9% |
| 30D | -7.1% | -6.0% | -1.1% | -7.6% |
| 3M | -27.3% | -11.0% | -16.3% | -28.1% |
| 6M | +169.6% | -0.5% | +170.1% | +161.9% |
| YTD | +164.6% | +0.1% | +164.5% | +156.1% |
| 1Y | +109.5% | +28.2% | +81.3% | +103.9% |
| All | +109.5% | +23.3% | +86.2% | +103.9% |
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