+254.8%
SPOT vs UTHR
+344.7%
-89.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.1% | -4.7% | -2.8% |
| 7D | -2.9% | -2.9% | 0.0% | -2.5% |
| 30D | +8.3% | -7.6% | +15.9% | +9.3% |
| 3M | +5.1% | -8.6% | +13.6% | +6.2% |
| 6M | -6.5% | +4.1% | -10.6% | -7.3% |
| YTD | -9.0% | +2.2% | -11.2% | -9.9% |
| 1Y | -26.4% | +26.2% | -52.6% | -29.6% |
| 3Y | +240.0% | +121.2% | +118.8% | +188.7% |
| 5Y | +111.7% | +136.5% | -24.8% | +74.2% |
| All | +254.8% | +344.7% | -89.9% | +137.9% |
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