+64.1%
PENG vs UTHR
+193.6%
-129.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.2% | +9.1% | +10.2% |
| 7D | +1.9% | -2.1% | +4.0% | +2.3% |
| 30D | -37.8% | +8.3% | -46.1% | -38.1% |
| 3M | -14.1% | +15.5% | -29.6% | -15.3% |
| 6M | +13.1% | +4.5% | +8.6% | +12.6% |
| YTD | +151.8% | +22.2% | +129.5% | +143.6% |
| 1Y | +136.0% | +29.7% | +106.3% | +126.1% |
| 3Y | +217.9% | +167.3% | +50.6% | +158.8% |
| 5Y | +64.1% | +196.5% | -132.4% | +26.5% |
| All | +64.1% | +193.6% | -129.5% | +26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling