+565.8%
PLTR vs UTHR
+139.1%
+426.7%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.6% |
| 7D | -5.3% | -2.9% | -2.5% | -4.9% |
| 30D | -1.0% | -7.6% | +6.6% | +0.1% |
| 3M | +24.8% | -8.6% | +33.4% | +26.4% |
| 6M | +8.4% | +4.1% | +4.2% | +6.9% |
| YTD | -4.2% | +2.2% | -6.4% | -5.4% |
| 1Y | +9.1% | +26.2% | -17.1% | +3.7% |
| 3Y | +1,025.6% | +121.2% | +904.4% | +834.7% |
| 5Y | +565.8% | +136.5% | +429.2% | +475.2% |
| All | +565.8% | +139.1% | +426.7% | +475.2% |
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