+884.0%
PNC vs UTHR
+7,123.9%
-6,239.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +1.4% | -5.4% | +6.8% | +2.1% |
| 30D | -3.8% | -6.0% | +2.2% | -3.1% |
| 3M | +9.0% | -11.0% | +20.0% | +10.6% |
| 6M | +16.6% | -0.5% | +17.2% | +16.3% |
| YTD | +20.4% | +0.1% | +20.4% | +19.7% |
| 1Y | +22.3% | +28.2% | -5.8% | +17.4% |
| 3Y | +124.5% | +113.8% | +10.7% | +97.2% |
| 5Y | +54.1% | +131.3% | -77.2% | +32.7% |
| 10Y | +276.3% | +296.7% | -20.5% | +193.5% |
| All | +884.0% | +7,123.9% | -6,239.8% | +507.8% |
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