+800.4%
PRU vs UTHR
+10,675.9%
-9,875.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.8% |
| 7D | +1.9% | -5.4% | +7.3% | +3.4% |
| 30D | +2.7% | -6.0% | +8.8% | +4.4% |
| 3M | +19.5% | -11.0% | +30.4% | +23.2% |
| 6M | +26.6% | -0.5% | +27.2% | +25.6% |
| YTD | +12.3% | +0.1% | +12.3% | +10.7% |
| 1Y | +18.0% | +28.2% | -10.1% | +7.7% |
| 3Y | +47.0% | +113.8% | -66.8% | +9.4% |
| 5Y | +48.4% | +131.3% | -82.9% | +5.1% |
| 10Y | +142.4% | +296.7% | -154.3% | +34.8% |
| All | +800.4% | +10,675.9% | -9,875.5% | +90.6% |
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