-14.3%
TEAM vs UTHR
+166.1%
-180.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -2.4% | +5.2% | -7.6% | -2.7% |
| 30D | -26.7% | +9.5% | -36.2% | -27.0% |
| 3M | -9.6% | +17.9% | -27.6% | -10.2% |
| 6M | +86.0% | +2.0% | +84.0% | +85.6% |
| YTD | -7.5% | +21.3% | -28.8% | -9.0% |
| 1Y | -1.4% | +27.9% | -29.2% | -3.4% |
| 3Y | -14.3% | +162.3% | -176.7% | -21.0% |
| All | -14.3% | +166.1% | -180.4% | -21.0% |
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 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