+434.8%
THC vs UTHR
+8,226.2%
-7,791.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +3.7% | -6.1% | +9.8% | +4.7% |
| 30D | +9.0% | +3.1% | +5.9% | +8.5% |
| 3M | +10.4% | +5.5% | +4.9% | +9.2% |
| 6M | +45.7% | -5.8% | +51.5% | +46.6% |
| YTD | +42.6% | +15.3% | +27.2% | +38.4% |
| 1Y | +38.8% | +23.8% | +15.0% | +33.1% |
| 3Y | +418.8% | +146.3% | +272.5% | +338.3% |
| 5Y | +275.7% | +177.8% | +97.9% | +207.9% |
| 10Y | +1,496.2% | +392.4% | +1,103.8% | +1,083.5% |
| All | +434.8% | +8,226.2% | -7,791.4% | +293.1% |
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