+400.3%
THC vs UTHR
+7,123.9%
-6,723.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -0.7% | -5.4% | +4.7% | +0.2% |
| 30D | +1.3% | -6.0% | +7.3% | +2.2% |
| 3M | +64.2% | -11.0% | +75.2% | +67.2% |
| 6M | +8.3% | -0.5% | +8.8% | +8.1% |
| YTD | +33.4% | +0.1% | +33.3% | +32.7% |
| 1Y | +37.7% | +28.2% | +9.5% | +31.6% |
| 3Y | +236.8% | +113.8% | +123.0% | +191.3% |
| 5Y | +249.3% | +131.3% | +117.9% | +195.2% |
| 10Y | +995.2% | +296.7% | +698.5% | +739.0% |
| All | +400.3% | +7,123.9% | -6,723.5% | +276.8% |
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