-16.6%
TE vs UTHR
+121.3%
-138.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.1% | +7.9% | +9.2% |
| 7D | +18.2% | -2.9% | +21.1% | +19.5% |
| 30D | -13.5% | -7.6% | -5.9% | -10.8% |
| 3M | -44.6% | -8.6% | -36.0% | -42.9% |
| 6M | -24.7% | +4.1% | -28.8% | -27.2% |
| YTD | -24.3% | +2.2% | -26.5% | -26.6% |
| 1Y | +155.6% | +26.2% | +129.4% | +122.2% |
| All | -16.6% | +121.3% | -138.0% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling