+14.1%
PH vs UTHR
+32.3%
-18.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.8% |
| 7D | +6.9% | -2.1% | +9.0% | +6.9% |
| 30D | +1.7% | +8.3% | -6.6% | +1.5% |
| 3M | -8.1% | +15.5% | -23.7% | -8.3% |
| 6M | +11.5% | +4.5% | +7.0% | +12.0% |
| YTD | +11.4% | +22.2% | -10.9% | +11.8% |
| 1Y | +14.1% | +29.7% | -15.6% | +10.7% |
| All | +14.1% | +32.3% | -18.2% | +10.7% |
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