+692.7%
PEP vs UTHR
+8,281.0%
-7,588.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | +0.6% |
| 7D | +6.7% | -4.7% | +11.4% | +6.9% |
| 30D | +13.5% | +4.4% | +9.1% | +13.2% |
| 3M | +3.9% | +9.0% | -5.1% | +3.4% |
| 6M | -6.0% | -1.1% | -4.9% | -6.1% |
| YTD | +2.5% | +16.1% | -13.6% | +1.4% |
| 1Y | +3.9% | +26.4% | -22.5% | +2.4% |
| 3Y | -4.7% | +152.1% | -156.7% | -9.8% |
| 5Y | +1.1% | +179.6% | -178.5% | -5.2% |
| 10Y | +83.8% | +395.6% | -311.8% | +66.1% |
| All | +692.7% | +8,281.0% | -7,588.3% | +559.6% |
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 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