+4,571.0%
PH vs UTHR
+8,620.1%
-4,049.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | +2.1% | -2.1% | +4.2% | +2.4% |
| 30D | +0.3% | +7.2% | -6.9% | -0.7% |
| 3M | -8.8% | +11.1% | -19.9% | -10.3% |
| 6M | +10.0% | +4.2% | +5.9% | +9.1% |
| YTD | +10.5% | +20.8% | -10.3% | +7.1% |
| 1Y | +15.5% | +29.7% | -14.1% | +11.0% |
| 3Y | +136.4% | +164.1% | -27.8% | +103.9% |
| 5Y | +213.6% | +190.7% | +22.9% | +164.9% |
| 10Y | +713.9% | +355.4% | +358.5% | +535.8% |
| All | +4,571.0% | +8,620.1% | -4,049.2% | +2,732.5% |
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