-71.5%
S vs UTHR
+139.1%
-210.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.4% |
| 7D | -5.8% | -2.9% | -2.9% | -5.7% |
| 30D | -9.2% | -7.6% | -1.6% | -8.9% |
| 3M | +23.4% | -8.6% | +31.9% | +23.8% |
| 6M | +36.9% | +4.1% | +32.8% | +36.1% |
| YTD | +29.5% | +2.2% | +27.3% | +28.7% |
| 1Y | +5.4% | +26.2% | -20.8% | +3.0% |
| 3Y | +14.7% | +121.2% | -106.5% | +4.6% |
| 5Y | -71.5% | +136.5% | -208.1% | -73.8% |
| All | -71.5% | +139.1% | -210.6% | -73.8% |
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