+122.4%
TD vs UTHR
+140.7%
-18.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.3% |
| 7D | -1.9% | +3.0% | -4.9% | -2.1% |
| 30D | -1.6% | -4.3% | +2.7% | -1.3% |
| 3M | +4.6% | -8.4% | +13.0% | +5.3% |
| 6M | +26.8% | -4.2% | +31.0% | +27.0% |
| YTD | +28.3% | +4.0% | +24.3% | +27.5% |
| 1Y | +60.4% | +25.5% | +34.9% | +56.7% |
| 3Y | +125.7% | +125.1% | +0.6% | +100.1% |
| 5Y | +122.4% | +140.3% | -18.0% | +90.6% |
| All | +122.4% | +140.7% | -18.4% | +90.6% |
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 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