+1,112.1%
PSX vs UTHR
+1,031.6%
+80.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +4.5% | -5.4% | +9.9% | +5.5% |
| 30D | +26.6% | -6.0% | +32.7% | +27.9% |
| 3M | +39.3% | -11.0% | +50.2% | +41.9% |
| 6M | +56.8% | -0.5% | +57.3% | +55.6% |
| YTD | +101.8% | +0.1% | +101.7% | +99.3% |
| 1Y | +99.6% | +28.2% | +71.4% | +87.4% |
| 3Y | +140.3% | +113.8% | +26.5% | +97.0% |
| 5Y | +339.3% | +131.3% | +208.0% | +247.2% |
| 10Y | +369.9% | +296.7% | +73.1% | +209.6% |
| All | +1,112.1% | +1,031.6% | +80.5% | +502.4% |
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