+95.5%
PSX vs UTHR
+29.3%
+66.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.7% |
| 7D | +7.8% | +5.2% | +2.6% | +8.3% |
| 30D | -10.9% | +9.5% | -20.4% | -9.7% |
| 3M | +14.5% | +17.9% | -3.4% | +17.2% |
| 6M | +56.1% | +2.0% | +54.1% | +56.3% |
| YTD | +109.6% | +21.3% | +88.3% | +113.7% |
| 1Y | +95.5% | +27.9% | +67.6% | +96.5% |
| All | +95.5% | +29.3% | +66.2% | +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