-25.8%
TE vs UTHR
+40.6%
-66.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.7% |
| 7D | +3.8% | +3.8% | 0.0% | +3.4% |
| 30D | -26.2% | +13.4% | -39.7% | -27.3% |
| 3M | -49.7% | +17.3% | -67.0% | -50.8% |
| 6M | -46.5% | +4.7% | -51.2% | -47.0% |
| YTD | -59.1% | +24.9% | -84.0% | -60.4% |
| 1Y | -25.8% | +39.1% | -65.0% | -20.7% |
| All | -25.8% | +40.6% | -66.4% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling