-14.6%
TEAM vs UTHR
+123.2%
-137.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.1% | -9.1% | -7.0% |
| 7D | -5.7% | -2.9% | -2.8% | -5.5% |
| 30D | +18.3% | -7.6% | +25.9% | +18.8% |
| 3M | +80.2% | -8.6% | +88.8% | +81.0% |
| 6M | +111.0% | +4.1% | +106.8% | +109.2% |
| YTD | +8.8% | +2.2% | +6.6% | +7.7% |
| 1Y | +2.2% | +26.2% | -24.0% | -1.2% |
| 3Y | -14.6% | +121.2% | -135.8% | -24.9% |
| All | -14.6% | +123.2% | -137.8% | -24.9% |
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