+2,813.7%
TECH vs UTHR
+8,529.0%
-5,715.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.6% | -0.6% |
| 7D | +0.2% | -2.3% | +2.5% | +0.6% |
| 30D | +0.5% | +6.1% | -5.6% | -0.7% |
| 3M | +0.9% | +8.1% | -7.2% | -1.0% |
| 6M | +51.0% | +3.1% | +47.9% | +49.4% |
| YTD | +24.4% | +19.5% | +4.8% | +18.8% |
| 1Y | +27.6% | +29.7% | -2.2% | +20.0% |
| 3Y | +29.9% | +162.7% | -132.8% | +5.0% |
| 5Y | -40.6% | +192.8% | -233.4% | -53.6% |
| 10Y | +196.7% | +348.1% | -151.4% | +107.4% |
| All | +2,813.7% | +8,529.0% | -5,715.4% | +1,060.3% |
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