+950.1%
THC vs UTHR
+308.5%
+641.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.9% |
| 7D | -2.6% | -2.9% | +0.3% | -1.7% |
| 30D | -1.2% | -7.6% | +6.4% | +1.2% |
| 3M | +58.9% | -8.6% | +67.5% | +63.3% |
| 6M | +9.3% | +4.1% | +5.2% | +7.1% |
| YTD | +30.4% | +2.2% | +28.2% | +27.7% |
| 1Y | +34.6% | +26.2% | +8.4% | +22.4% |
| 3Y | +246.7% | +121.2% | +125.5% | +140.7% |
| 5Y | +244.5% | +136.5% | +108.0% | +122.8% |
| 10Y | +950.1% | +300.1% | +650.0% | +389.0% |
| All | +950.1% | +308.5% | +641.6% | +389.0% |
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