+43.2%
TER vs UTHR
+40.6%
+2.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -6.9% |
| 7D | -19.9% | +3.8% | -23.6% | -20.2% |
| 30D | -43.5% | +13.4% | -57.0% | -44.4% |
| 3M | -37.8% | +17.3% | -55.1% | -39.2% |
| 6M | -25.6% | +4.7% | -30.3% | -25.0% |
| YTD | +29.8% | +24.9% | +4.9% | +23.4% |
| 1Y | +43.2% | +39.1% | +4.0% | +26.9% |
| All | +43.2% | +40.6% | +2.6% | +26.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling