+257.9%
SPOT vs UTHR
+166.1%
+91.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.7% | +2.4% |
| 7D | +1.6% | +5.2% | -3.6% | +1.3% |
| 30D | +16.9% | +9.5% | +7.5% | +16.5% |
| 3M | +23.0% | +17.9% | +5.0% | +22.2% |
| 6M | +42.2% | +2.0% | +40.2% | +42.2% |
| YTD | +5.5% | +21.3% | -15.8% | +4.6% |
| 1Y | -5.1% | +27.9% | -32.9% | -6.2% |
| 3Y | +257.9% | +162.3% | +95.6% | +260.6% |
| All | +257.9% | +166.1% | +91.8% | +260.6% |
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