+127.9%
PNC vs UTHR
+125.3%
+2.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | -0.7% | +3.0% | -3.7% | -1.0% |
| 30D | -4.4% | -4.3% | -0.1% | -4.1% |
| 3M | +4.5% | -8.4% | +12.9% | +5.2% |
| 6M | +19.1% | -4.2% | +23.3% | +19.3% |
| YTD | +18.0% | +4.0% | +14.0% | +17.2% |
| 1Y | +24.1% | +25.5% | -1.5% | +21.0% |
| All | +127.9% | +125.3% | +2.6% | +104.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling