+4,558.5%
PH vs UTHR
+7,123.9%
-2,565.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -3.1% | -5.4% | +2.3% | -2.4% |
| 30D | -3.2% | -6.0% | +2.8% | -2.5% |
| 3M | +10.6% | -11.0% | +21.6% | +12.1% |
| 6M | -2.1% | -0.5% | -1.6% | -2.4% |
| YTD | +10.2% | +0.1% | +10.1% | +9.6% |
| 1Y | +28.2% | +28.2% | +0.1% | +23.5% |
| 3Y | +134.9% | +113.8% | +21.1% | +108.6% |
| 5Y | +253.6% | +131.3% | +122.3% | +207.9% |
| 10Y | +804.7% | +296.7% | +508.0% | +621.5% |
| All | +4,558.5% | +7,123.9% | -2,565.4% | +2,799.5% |
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 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