+802.8%
TEAM vs UTHR
+206.5%
+596.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.5% |
| 7D | -0.4% | -5.4% | +5.0% | +0.6% |
| 30D | +67.3% | -6.0% | +73.3% | +69.2% |
| 3M | +86.8% | -11.0% | +97.7% | +90.7% |
| 6M | +146.8% | -0.5% | +147.3% | +144.9% |
| YTD | +16.9% | +0.1% | +16.8% | +15.5% |
| 1Y | +12.8% | +28.2% | -15.4% | +5.3% |
| 3Y | -7.3% | +113.8% | -121.1% | -25.4% |
| 5Y | -50.7% | +131.3% | -182.0% | -61.9% |
| 10Y | +529.8% | +296.7% | +233.1% | +290.0% |
| All | +802.8% | +206.5% | +596.2% | +575.5% |
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