+16.2%
PM vs UTHR
+26.2%
-10.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.0% |
| 7D | -1.3% | -2.9% | +1.6% | -1.1% |
| 30D | -2.6% | -7.6% | +5.0% | -1.9% |
| 3M | +5.8% | -8.6% | +14.4% | +6.6% |
| 6M | +10.6% | +4.1% | +6.4% | +10.8% |
| YTD | +17.2% | +2.2% | +15.0% | +17.5% |
| All | +16.2% | +26.2% | -10.0% | +16.9% |
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