+614.2%
TEAM vs UTHR
+271.6%
+342.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -2.4% | +5.2% | -7.6% | -3.3% |
| 30D | -26.7% | +9.5% | -36.2% | -27.9% |
| 3M | -9.6% | +17.9% | -27.6% | -12.5% |
| 6M | +86.0% | +2.0% | +84.0% | +84.7% |
| YTD | -7.5% | +21.3% | -28.8% | -12.0% |
| 1Y | -1.4% | +27.9% | -29.2% | -7.2% |
| 3Y | -14.3% | +162.3% | -176.7% | -33.8% |
| 5Y | -66.3% | +190.7% | -257.0% | -75.1% |
| 10Y | +445.6% | +365.5% | +80.1% | +230.3% |
| All | +614.2% | +271.6% | +342.6% | +414.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling