+58.3%
PHM vs UTHR
+167.1%
-108.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -6.1% | +4.9% | -11.0% | -6.3% |
| 30D | +13.7% | +9.2% | +4.5% | +13.3% |
| 3M | -1.5% | +15.9% | -17.5% | -2.2% |
| 6M | +11.3% | +2.0% | +9.3% | +11.3% |
| YTD | +8.9% | +21.8% | -12.8% | +7.8% |
| 1Y | +6.1% | +28.6% | -22.5% | +4.6% |
| All | +58.3% | +167.1% | -108.8% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling