+822.4%
TGT vs UTHR
+7,277.3%
-6,454.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.2% |
| 7D | -0.6% | -2.9% | +2.2% | -0.4% |
| 30D | +9.5% | -7.6% | +17.1% | +10.3% |
| 3M | +32.3% | -8.6% | +40.8% | +33.3% |
| 6M | +37.0% | +4.1% | +32.9% | +36.2% |
| YTD | +71.0% | +2.2% | +68.8% | +70.1% |
| 1Y | +85.0% | +26.2% | +58.8% | +80.2% |
| 3Y | +46.8% | +121.2% | -74.4% | +33.8% |
| 5Y | -22.7% | +136.5% | -159.3% | -30.5% |
| 10Y | +216.3% | +300.1% | -83.8% | +165.0% |
| All | +822.4% | +7,277.3% | -6,454.9% | +601.3% |
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