-53.1%
TEAM vs UTHR
+140.7%
-193.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.0% | +0.6% |
| 7D | -4.7% | +3.0% | -7.7% | -5.0% |
| 30D | +17.0% | -4.3% | +21.3% | +17.5% |
| 3M | +85.9% | -8.4% | +94.3% | +87.5% |
| 6M | +116.7% | -4.2% | +120.9% | +116.6% |
| YTD | +9.6% | +4.0% | +5.6% | +8.1% |
| 1Y | -2.5% | +25.5% | -28.0% | -6.8% |
| 3Y | -14.0% | +125.1% | -139.1% | -27.7% |
| 5Y | -53.1% | +140.3% | -193.4% | -61.8% |
| All | -53.1% | +140.7% | -193.8% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling