+245.8%
THC vs UTHR
+114.7%
+131.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -0.7% | -5.4% | +4.7% | +0.1% |
| 30D | +1.3% | -6.0% | +7.3% | +2.1% |
| 3M | +64.2% | -11.0% | +75.2% | +66.8% |
| 6M | +8.3% | -0.5% | +8.8% | +8.4% |
| YTD | +33.4% | +0.1% | +33.3% | +33.1% |
| 1Y | +37.7% | +28.2% | +9.5% | +32.7% |
| All | +245.8% | +114.7% | +131.2% | +200.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling