+180.5%
PL vs UTHR
+23.3%
+157.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.2% |
| 7D | -9.3% | -5.4% | -3.9% | -9.2% |
| 30D | -18.9% | -6.0% | -12.9% | -18.7% |
| 3M | -58.4% | -11.0% | -47.4% | -58.2% |
| 6M | -30.3% | -0.5% | -29.8% | -29.2% |
| YTD | -8.1% | +0.1% | -8.2% | -6.3% |
| 1Y | +180.5% | +28.2% | +152.3% | +206.7% |
| All | +180.5% | +23.3% | +157.2% | +206.7% |
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