+14.7%
S vs UTHR
+123.2%
-108.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.3% |
| 7D | -5.8% | -2.9% | -2.9% | -5.8% |
| 30D | -9.2% | -7.6% | -1.6% | -9.2% |
| 3M | +23.4% | -8.6% | +31.9% | +23.4% |
| 6M | +36.9% | +4.1% | +32.8% | +36.5% |
| YTD | +29.5% | +2.2% | +27.3% | +29.0% |
| 1Y | +5.4% | +26.2% | -20.8% | +4.2% |
| 3Y | +14.7% | +121.2% | -106.5% | +13.6% |
| All | +14.7% | +123.2% | -108.5% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling