+213.5%
TER vs UTHR
+24.8%
+188.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.1% | +2.1% | +3.5% |
| 7D | +11.0% | -2.9% | +13.8% | +12.0% |
| 30D | -1.9% | -7.6% | +5.7% | +0.7% |
| 3M | -0.7% | -8.6% | +7.9% | +1.8% |
| 6M | +36.4% | +4.1% | +32.2% | +29.5% |
| YTD | +92.4% | +2.2% | +90.2% | +85.4% |
| 1Y | +213.5% | +26.2% | +187.3% | +167.2% |
| All | +213.5% | +24.8% | +188.7% | +167.2% |
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