+12,981.4%
TDG vs UTHR
+1,451.6%
+11,529.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.9% |
| 7D | -0.9% | -2.9% | +2.0% | -0.4% |
| 30D | -6.5% | -7.6% | +1.0% | -5.2% |
| 3M | -5.1% | -8.6% | +3.5% | -3.5% |
| 6M | -11.5% | +4.1% | -15.7% | -12.7% |
| YTD | -13.9% | +2.2% | -16.1% | -15.0% |
| 1Y | -11.5% | +26.2% | -37.6% | -16.5% |
| 3Y | +53.7% | +121.2% | -67.5% | +25.2% |
| 5Y | +135.5% | +136.5% | -1.0% | +85.4% |
| 10Y | +535.2% | +300.1% | +235.1% | +323.0% |
| All | +12,981.4% | +1,451.6% | +11,529.9% | +5,830.3% |
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