+2,901.1%
PSA vs UTHR
+7,123.9%
-4,222.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.2% |
| 7D | -3.7% | -5.4% | +1.7% | -3.2% |
| 30D | -7.7% | -6.0% | -1.7% | -7.3% |
| 3M | -0.6% | -11.0% | +10.4% | +0.4% |
| 6M | -0.9% | -0.5% | -0.4% | -1.1% |
| YTD | +18.7% | +0.1% | +18.6% | +18.2% |
| 1Y | +7.6% | +28.2% | -20.5% | +4.7% |
| 3Y | +23.7% | +113.8% | -90.2% | +13.5% |
| 5Y | +13.7% | +131.3% | -117.6% | +2.8% |
| 10Y | +98.9% | +296.7% | -197.9% | +67.0% |
| All | +2,901.1% | +7,123.9% | -4,222.8% | +1,838.9% |
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 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