+1,735.1%
PLTR vs UTHR
+381.0%
+1,354.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.4% |
| 7D | -6.4% | -5.4% | -1.0% | -5.9% |
| 30D | +10.0% | -6.0% | +16.1% | +10.7% |
| 3M | +23.0% | -11.0% | +34.0% | +24.4% |
| 6M | +13.8% | -0.5% | +14.3% | +13.4% |
| YTD | -1.9% | +0.1% | -2.0% | -2.5% |
| 1Y | +11.6% | +28.2% | -16.5% | +7.8% |
| 3Y | +1,048.4% | +113.8% | +934.6% | +941.9% |
| 5Y | +554.4% | +131.3% | +423.1% | +482.7% |
| All | +1,735.1% | +381.0% | +1,354.0% | +2,667.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling