+25.9%
PLD vs UTHR
+24.8%
+1.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.7% |
| 7D | -0.9% | -2.9% | +2.0% | -0.7% |
| 30D | -1.2% | -7.6% | +6.4% | -0.8% |
| 3M | -2.3% | -8.6% | +6.3% | -1.8% |
| 6M | +4.5% | +4.1% | +0.4% | +5.3% |
| YTD | +10.1% | +2.2% | +7.9% | +10.8% |
| 1Y | +25.9% | +26.2% | -0.3% | +26.5% |
| All | +25.9% | +24.8% | +1.1% | +26.5% |
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 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