+1,047.4%
TER vs UTHR
+7,123.9%
-6,076.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.6% |
| 7D | +0.6% | -5.4% | +6.0% | +1.9% |
| 30D | -8.3% | -6.0% | -2.2% | -7.0% |
| 3M | -12.2% | -11.0% | -1.2% | -10.1% |
| 6M | +17.1% | -0.5% | +17.6% | +16.4% |
| YTD | +84.7% | +0.1% | +84.6% | +83.1% |
| 1Y | +199.9% | +28.2% | +171.8% | +180.1% |
| 3Y | +232.8% | +113.8% | +118.9% | +165.7% |
| 5Y | +198.6% | +131.3% | +67.3% | +129.6% |
| 10Y | +1,669.7% | +296.7% | +1,373.0% | +1,042.2% |
| All | +1,047.4% | +7,123.9% | -6,076.4% | +270.7% |
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