+45.6%
PRU vs UTHR
+139.1%
-93.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.4% |
| 7D | +1.9% | -2.9% | +4.8% | +2.2% |
| 30D | -0.4% | -7.6% | +7.2% | +0.5% |
| 3M | +16.4% | -8.6% | +25.0% | +17.6% |
| 6M | +26.0% | +4.1% | +21.9% | +24.9% |
| YTD | +9.9% | +2.2% | +7.7% | +8.9% |
| 1Y | +18.8% | +26.2% | -7.4% | +14.1% |
| 3Y | +45.3% | +121.2% | -75.8% | +22.1% |
| 5Y | +45.6% | +136.5% | -91.0% | +16.0% |
| All | +45.6% | +139.1% | -93.5% | +16.0% |
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