-20.0%
POET vs UTHR
+994.4%
-1,014.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -4.0% |
| 7D | +9.7% | +3.0% | +6.7% | +9.2% |
| 30D | -6.5% | -4.3% | -2.2% | -6.0% |
| 3M | -25.7% | -8.4% | -17.3% | -24.8% |
| 6M | +19.6% | -4.2% | +23.8% | +19.7% |
| YTD | +26.4% | +4.0% | +22.4% | +24.9% |
| 1Y | +50.1% | +25.5% | +24.6% | +43.8% |
| 3Y | +127.9% | +125.1% | +2.8% | +95.9% |
| 5Y | -5.9% | +140.3% | -146.2% | -21.1% |
| 10Y | +31.1% | +322.5% | -291.3% | -4.2% |
| All | -20.0% | +994.4% | -1,014.4% | -57.1% |
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 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