+47.4%
TER vs UTHR
+29.3%
+18.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.3% |
| 7D | +14.4% | +5.2% | +9.2% | +13.2% |
| 30D | -30.6% | +9.5% | -40.0% | -31.1% |
| 3M | -39.2% | +17.9% | -57.1% | -40.6% |
| 6M | -31.3% | +2.0% | -33.3% | -30.4% |
| YTD | +29.1% | +21.3% | +7.8% | +24.0% |
| 1Y | +47.4% | +27.9% | +19.6% | +42.4% |
| All | +47.4% | +29.3% | +18.1% | +42.4% |
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