+99.2%
PSA vs UTHR
+319.3%
-220.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -3.6% | +2.8% | -6.4% | -3.9% |
| 30D | -9.4% | -2.3% | -7.1% | -9.2% |
| 3M | -8.2% | -7.4% | -0.8% | -7.6% |
| 6M | -1.8% | -6.0% | +4.1% | -1.5% |
| YTD | +15.7% | +3.4% | +12.3% | +14.9% |
| 1Y | +6.3% | +27.1% | -20.8% | +3.4% |
| 3Y | +21.6% | +123.8% | -102.2% | +9.7% |
| 5Y | +13.5% | +139.6% | -126.2% | +0.6% |
| All | +99.2% | +319.3% | -220.1% | +57.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling