+2,619.4%
PWR vs UTHR
+7,123.9%
-4,504.4%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | +3.6% | -5.4% | +9.0% | +4.7% |
| 30D | -8.6% | -6.0% | -2.5% | -7.5% |
| 3M | -13.2% | -11.0% | -2.2% | -11.3% |
| 6M | +9.9% | -0.5% | +10.4% | +9.5% |
| YTD | +48.0% | +0.1% | +48.0% | +47.0% |
| 1Y | +66.2% | +28.2% | +38.0% | +56.7% |
| 3Y | +195.1% | +113.8% | +81.3% | +144.2% |
| 5Y | +442.6% | +131.3% | +311.2% | +334.3% |
| 10Y | +2,334.2% | +296.7% | +2,037.5% | +1,573.1% |
| All | +2,619.4% | +7,123.9% | -4,504.4% | +1,058.1% |
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