-52.0%
ROKU vs UTHR
+135.8%
-187.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | -0.4% | +1.9% | -2.4% | -0.7% |
| 30D | +2.1% | -2.9% | +4.9% | +2.4% |
| 3M | +29.5% | -8.9% | +38.4% | +31.2% |
| 6M | +53.8% | -8.7% | +62.5% | +55.6% |
| YTD | +42.8% | +2.0% | +40.8% | +41.5% |
| 1Y | +60.7% | +22.8% | +37.9% | +54.1% |
| 3Y | +83.9% | +120.6% | -36.7% | +50.5% |
| All | -52.0% | +135.8% | -187.8% | -59.4% |
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 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