+42.2%
PRU vs UTHR
+190.6%
-148.4%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +3.6% | +5.2% | -1.6% | +3.0% |
| 30D | +8.9% | +9.5% | -0.6% | +7.8% |
| 3M | +0.2% | +17.9% | -17.8% | -1.7% |
| 6M | +23.7% | +2.0% | +21.7% | +23.4% |
| YTD | +13.7% | +21.3% | -7.6% | +10.6% |
| 1Y | +20.6% | +27.9% | -7.3% | +16.5% |
| 3Y | +56.3% | +162.3% | -106.0% | +30.2% |
| All | +42.2% | +190.6% | -148.4% | +11.9% |
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