+1,800.1%
THC vs UTHR
+363.8%
+1,436.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.6% | -1.6% | +0.8% |
| 7D | +7.5% | -2.3% | +9.8% | +8.2% |
| 30D | +9.6% | +6.1% | +3.5% | +7.4% |
| 3M | +10.3% | +8.1% | +2.2% | +6.7% |
| 6M | +51.8% | +3.1% | +48.7% | +49.3% |
| YTD | +45.4% | +19.5% | +25.9% | +34.5% |
| 1Y | +40.8% | +29.7% | +11.0% | +26.4% |
| 3Y | +448.8% | +162.7% | +286.1% | +252.6% |
| 5Y | +263.4% | +192.8% | +70.6% | +111.9% |
| 10Y | +1,800.1% | +348.1% | +1,452.0% | +626.3% |
| All | +1,800.1% | +363.8% | +1,436.3% | +626.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling