+96.1%
PSX vs UTHR
+30.1%
+66.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | +6.4% | +4.9% | +1.5% | +6.9% |
| 30D | -10.2% | +9.2% | -19.4% | -9.1% |
| 3M | +17.2% | +15.9% | +1.2% | +19.5% |
| 6M | +51.8% | +2.0% | +49.8% | +51.9% |
| YTD | +108.0% | +21.8% | +86.2% | +112.2% |
| 1Y | +96.1% | +28.6% | +67.6% | +96.5% |
| All | +96.1% | +30.1% | +66.0% | +96.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling