-8.4%
POET vs UTHR
+138.8%
-147.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.9% |
| 7D | +3.7% | +2.8% | +0.9% | +3.4% |
| 30D | -11.5% | -2.3% | -9.3% | -11.3% |
| 3M | -30.8% | -7.4% | -23.4% | -30.3% |
| 6M | +8.6% | -6.0% | +14.5% | +8.7% |
| YTD | +20.1% | +3.4% | +16.7% | +18.8% |
| 1Y | +35.7% | +27.1% | +8.6% | +31.4% |
| 3Y | +116.5% | +123.8% | -7.3% | +106.1% |
| 5Y | -8.4% | +139.6% | -148.1% | -7.5% |
| All | -8.4% | +138.8% | -147.2% | -7.5% |
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