+3,246.3%
PSA vs UTHR
+8,689.8%
-5,443.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -2.1% | +4.9% | -7.0% | -2.5% |
| 30D | +15.6% | +9.2% | +6.4% | +14.7% |
| 3M | +4.1% | +15.9% | -11.9% | +2.6% |
| 6M | +9.2% | +2.0% | +7.2% | +8.8% |
| YTD | +32.3% | +21.8% | +10.5% | +29.4% |
| 1Y | +26.2% | +28.6% | -2.4% | +22.7% |
| 3Y | +53.7% | +166.2% | -112.6% | +38.2% |
| 5Y | +26.6% | +191.8% | -165.2% | +12.1% |
| 10Y | +132.8% | +367.2% | -234.3% | +92.6% |
| All | +3,246.3% | +8,689.8% | -5,443.5% | +2,022.0% |
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 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