+48.5%
PFG vs UTHR
+23.3%
+25.2%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | +5.5% | -5.4% | +10.9% | +5.7% |
| 30D | +2.4% | -6.0% | +8.4% | +2.6% |
| 3M | +13.6% | -11.0% | +24.6% | +14.2% |
| 6M | +27.9% | -0.5% | +28.4% | +28.5% |
| YTD | +35.6% | +0.1% | +35.5% | +35.8% |
| 1Y | +48.5% | +28.2% | +20.3% | +46.9% |
| All | +48.5% | +23.3% | +25.2% | +46.9% |
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