-48.8%
S vs UTHR
+218.7%
-267.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -13.4% | -6.1% | -7.3% | -13.1% |
| 30D | -14.0% | +3.1% | -17.1% | -14.0% |
| 3M | +4.9% | +5.5% | -0.6% | +4.7% |
| 6M | +42.0% | -5.8% | +47.8% | +42.3% |
| YTD | +45.1% | +15.3% | +29.8% | +43.9% |
| 1Y | +33.1% | +23.8% | +9.3% | +31.5% |
| 3Y | +40.6% | +146.3% | -105.7% | +32.3% |
| 5Y | -67.5% | +177.8% | -245.3% | -69.8% |
| All | -48.8% | +218.7% | -267.5% | -49.8% |
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 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