+144.9%
TE vs UTHR
+24.4%
+120.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.7% |
| 7D | +0.9% | +2.8% | -1.9% | +0.6% |
| 30D | -16.3% | -2.3% | -14.0% | -16.1% |
| 3M | -40.8% | -7.4% | -33.4% | -40.6% |
| 6M | -42.6% | -6.0% | -36.6% | -42.5% |
| YTD | -31.4% | +3.4% | -34.8% | -31.6% |
| 1Y | +144.9% | +27.1% | +117.8% | +147.0% |
| All | +144.9% | +24.4% | +120.5% | +147.0% |
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