+363.8%
PSX vs UTHR
+139.1%
+224.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +1.4% |
| 7D | +2.8% | -2.9% | +5.7% | +3.0% |
| 30D | +27.8% | -7.6% | +35.3% | +28.5% |
| 3M | +42.0% | -8.6% | +50.6% | +42.9% |
| 6M | +58.1% | +4.1% | +54.0% | +56.6% |
| YTD | +105.0% | +2.2% | +102.8% | +103.0% |
| 1Y | +104.9% | +26.2% | +78.7% | +97.6% |
| 3Y | +134.1% | +121.2% | +12.9% | +106.5% |
| 5Y | +363.8% | +136.5% | +227.3% | +308.9% |
| All | +363.8% | +139.1% | +224.8% | +308.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling