+157.3%
PHM vs UTHR
+140.7%
+16.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | -3.9% | +3.0% | -6.9% | -4.1% |
| 30D | -8.6% | -4.3% | -4.2% | -8.2% |
| 3M | -2.9% | -8.4% | +5.4% | -2.2% |
| 6M | -5.7% | -4.2% | -1.5% | -5.5% |
| YTD | +1.9% | +4.0% | -2.2% | +1.1% |
| 1Y | -12.3% | +25.5% | -37.8% | -14.8% |
| 3Y | +50.8% | +125.1% | -74.4% | +32.2% |
| 5Y | +157.3% | +140.3% | +17.0% | +123.5% |
| All | +157.3% | +140.7% | +16.5% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling